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 | $71,521 | $53,596+33.4% | $90,645-21.1% | $64,186+11.4% |
| Participation rate | 23.3% | 64.5%-41.2pp | 74.0%-50.7pp | 69.6%-46.2pp |
| Annual return | -9.25% | 4.41%-13.7pp | 1.88%-11.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $349 | $1,503-76.8% | $2,532-86.2% | $2,381-85.3% |
| Participant deferral / active EE | $895 | $2,459-63.6% | $3,425-73.9% | $3,470-74.2% |
| Admin fee / account holder | $25 | $3,868-99.4% | $4,994-99.5% | $4,888-99.5% |