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 | $8,656 | $27,915-69.0% | $58,482-85.2% | $75,163-88.5% |
| Participation rate | 6.4% | 38.8%-32.5pp | 50.9%-44.5pp | 67.2%-60.8pp |
| Annual return | 12.82% | 44.20%-31.4pp | 4239.32%-4226.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $90 | $669-86.5% | $1,053-91.4% | $2,670-96.6% |
| Participant deferral / active EE | $93 | $1,201-92.3% | $1,924-95.2% | $4,125-97.8% |
| Admin fee / account holder | $189 | $1,726-89.0% | $2,516-92.5% | $5,651-96.6% |