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 | $11,904 | $45,073-73.6% | $69,455-82.9% | $72,985-83.7% |
| Participation rate | 69.6% | 68.5%+1.1pp | 74.6%-5.0pp | 69.5%+0.1pp |
| Annual return | 0.88% | 22.65%-21.8pp | 28.97%-28.1pp | 81.00%-80.1pp |
| Employer contribution / active EE | $1,662 | $2,054-19.1% | $2,779-40.2% | $2,440-31.9% |
| Participant deferral / active EE | $562 | $2,602-78.4% | $3,535-84.1% | $3,607-84.4% |
| Admin fee / account holder | $27 | $3,056-99.1% | $3,839-99.3% | $5,124-99.5% |