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 | $12,470 | $52,279-76.1% | $89,391-86.1% | $79,858-84.4% |
| Participation rate | 42.4% | 57.5%-15.1pp | 68.0%-25.6pp | 69.6%-27.2pp |
| Annual return | 10.82% | 22.16%-11.3pp | 245.62%-234.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $437 | $1,572-72.2% | $2,586-83.1% | $2,471-82.3% |
| Participant deferral / active EE | $606 | $2,740-77.9% | $3,890-84.4% | $3,740-83.8% |
| Admin fee / account holder | $289 | $3,356-91.4% | $4,881-94.1% | $5,306-94.6% |