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 7-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 | $8,731 | $100,773-91.3% | $88,946-90.2% | $142,382-93.9% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 2.38% | 70.18%-67.8pp | 57.82%-55.4pp | 217.08%-214.7pp |
| Employer contribution / active EE | $523 | $2,918-82.1% | $2,555-79.5% | $4,299-87.8% |
| Participant deferral / active EE | $654 | $5,230-87.5% | $4,581-85.7% | $6,507-90.0% |
| Admin fee / account holder | $107 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |