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 | $26,089 | $60,124-56.6% | $90,404-71.1% | $79,858-67.3% |
| Participation rate | 69.0% | 65.0%+4.0pp | 72.7%-3.7pp | 69.6%-0.7pp |
| Annual return | 4.50% | 71.94%-67.4pp | 1293.02%-1288.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $255 | $2,068-87.7% | $3,262-92.2% | $2,471-89.7% |
| Participant deferral / active EE | $649 | $2,938-77.9% | $3,963-83.6% | $3,740-82.6% |
| Admin fee / account holder | $143 | $3,976-96.4% | $5,611-97.5% | $5,306-97.3% |