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 | $24,523 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 6.42% | 237.85%-231.4pp | 180.65%-174.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,000 | $3,939-74.6% | $3,689-72.9% | $4,156-75.9% |
| Participant deferral / active EE | $1,428 | $5,500-74.0% | $5,072-71.8% | $6,407-77.7% |
| Admin fee / account holder | $121 | $9,721-98.8% | $8,859-98.6% | $12,270-99.0% |