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 | $47,602 | $65,395-27.2% | $182,532-73.9% | $72,985-34.8% |
| Participation rate | 25.4% | 65.4%-40.0pp | 78.0%-52.6pp | 69.5%-44.1pp |
| Annual return | 17.79% | 27.68%-9.9pp | 148.54%-130.7pp | 81.00%-63.2pp |
| Employer contribution / active EE | $499 | $1,911-73.9% | $4,076-87.8% | $2,440-79.5% |
| Participant deferral / active EE | $642 | $3,563-82.0% | $5,524-88.4% | $3,607-82.2% |
| Admin fee / account holder | $133 | $4,245-96.9% | $8,592-98.5% | $5,124-97.4% |