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 9-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 | $48,503 | $108,919-55.5% | $100,391-51.7% | $145,922-66.8% |
| Participation rate | 23.1% | 82.9%-59.9pp | 81.5%-58.4pp | 80.3%-57.2pp |
| Annual return | 6.27% | 57.88%-51.6pp | 49.20%-42.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $395 | $4,419-91.1% | $3,942-90.0% | $4,660-91.5% |
| Participant deferral / active EE | $1,327 | $8,445-84.3% | $8,082-83.6% | $6,688-80.2% |
| Admin fee / account holder | $275 | $9,689-97.2% | $7,899-96.5% | $13,397-98.0% |