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 | $18,470 | $46,553-60.3% | $64,056-71.2% | $75,163-75.4% |
| Participation rate | 55.6% | 65.9%-10.4pp | 72.3%-16.7pp | 67.2%-11.6pp |
| Annual return | 5.22% | 26.03%-20.8pp | 33.69%-28.5pp | 160.62%-155.4pp |
| Employer contribution / active EE | $509 | $1,974-74.2% | $2,747-81.5% | $2,670-80.9% |
| Participant deferral / active EE | $708 | $2,837-75.0% | $3,880-81.7% | $4,125-82.8% |
| Admin fee / account holder | $104 | $2,952-96.5% | $3,068-96.6% | $5,651-98.2% |