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 | $31,350 | $185,822-83.1% | $169,993-81.6% | $139,434-77.5% |
| Participation rate | 61.1% | 87.8%-26.6pp | 87.0%-25.9pp | 80.3%-19.2pp |
| Annual return | 7.33% | 60.50%-53.2pp | 53.37%-46.0pp | 372.94%-365.6pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $838 | $11,622-92.8% | $10,408-91.9% | $6,710-87.5% |
| Admin fee / account holder | $262 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |