See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,356 | $124,185-84.4% | $108,410-82.1% | $167,490-88.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 7.51% | 1379.64%-1372.1pp | 905.27%-897.8pp | 478.56%-471.1pp |
| Employer contribution / active EE | $700 | $4,187-83.3% | $3,558-80.3% | $4,837-85.5% |
| Participant deferral / active EE | $2,131 | $6,908-69.2% | $6,563-67.5% | $6,341-66.4% |
| Admin fee / account holder | $120 | $9,455-98.7% | $7,295-98.4% | $12,309-99.0% |