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 | $27,261 | $48,076-43.3% | $78,689-65.4% | $62,891-56.7% |
| Participation rate | 35.9% | 65.2%-29.3pp | 73.6%-37.7pp | 69.3%-33.4pp |
| Annual return | 1.33% | 31.35%-30.0pp | 62.18%-60.8pp | 20.14%-18.8pp |
| Employer contribution / active EE | $335 | $2,015-83.4% | $2,851-88.2% | $2,281-85.3% |
| Participant deferral / active EE | $676 | $2,588-73.9% | $3,517-80.8% | $3,203-78.9% |
| Admin fee / account holder | $25 | $3,207-99.2% | $4,510-99.4% | $4,296-99.4% |