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 | $15,542 | $80,717-80.7% | $154,803-90.0% | $84,808-81.7% |
| Participation rate | 69.5% | 66.8%+2.7pp | 78.1%-8.6pp | 68.3%+1.2pp |
| Annual return | 5.64% | 37.96%-32.3pp | 58.88%-53.2pp | 40.90%-35.3pp |
| Employer contribution / active EE | $922 | $2,761-66.6% | $4,305-78.6% | $2,631-65.0% |
| Participant deferral / active EE | $270 | $3,303-91.8% | $5,540-95.1% | $4,212-93.6% |
| Admin fee / account holder | $254 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |