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 | $26,864 | $52,903-49.2% | $73,307-63.4% | $59,632-55.0% |
| Participation rate | 31.0% | 68.2%-37.3pp | 74.9%-44.0pp | 68.7%-37.7pp |
| Annual return | -3.24% | 12.20%-15.4pp | 5.67%-8.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $704 | $1,909-63.1% | $3,237-78.3% | $2,203-68.0% |
| Participant deferral / active EE | $1,336 | $4,069-67.2% | $4,991-73.2% | $3,192-58.1% |
| Admin fee / account holder | $171 | $3,834-95.5% | $5,637-97.0% | $4,297-96.0% |