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 | $73,397 | $80,673-9.0% | $101,326-27.6% | $84,808-13.5% |
| Participation rate | 11.1% | 77.8%-66.7pp | 81.5%-70.4pp | 68.3%-57.2pp |
| Annual return | 5.91% | 38.95%-33.0pp | 36.82%-30.9pp | 40.90%-35.0pp |
| Employer contribution / active EE | $183 | $2,698-93.2% | $3,665-95.0% | $2,631-93.0% |
| Participant deferral / active EE | $837 | $6,840-87.8% | $7,994-89.5% | $4,212-80.1% |
| Admin fee / account holder | $63 | $12,784-99.5% | $11,185-99.4% | $7,344-99.1% |