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 | $44,715 | $99,985-55.3% | $146,665-69.5% | $85,850-47.9% |
| Participation rate | 56.5% | 73.1%-16.5pp | 80.1%-23.5pp | 69.3%-12.8pp |
| Annual return | 9.51% | 18.93%-9.4pp | 22.74%-13.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $940 | $2,559-63.3% | $4,136-77.3% | $2,565-63.3% |
| Participant deferral / active EE | $1,198 | $4,006-70.1% | $5,506-78.2% | $3,952-69.7% |
| Admin fee / account holder | $282 | $7,702-96.3% | $10,280-97.3% | $6,260-95.5% |