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 | $49,620 | $99,652-50.2% | $78,778-37.0% | $147,584-66.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 5.67% | 47.28%-41.6pp | 35.62%-29.9pp | 578.55%-572.9pp |
| Employer contribution / active EE | $538 | $2,796-80.8% | $1,986-72.9% | $4,876-89.0% |
| Participant deferral / active EE | $625 | $3,664-82.9% | $2,958-78.9% | $5,439-88.5% |
| Admin fee / account holder | $21 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |