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 | $37,063 | $54,705-32.3% | $71,209-48.0% | $84,808-56.3% |
| Participation rate | 12.5% | 64.1%-51.6pp | 73.8%-61.3pp | 68.3%-55.8pp |
| Annual return | 11.95% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $397 | $2,158-81.6% | $2,721-85.4% | $2,631-84.9% |
| Participant deferral / active EE | $397 | $3,030-86.9% | $4,175-90.5% | $4,212-90.6% |
| Admin fee / account holder | $187 | $4,863-96.2% | $5,349-96.5% | $7,344-97.5% |