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 | $18,443 | $65,409-71.8% | $98,442-81.3% | $85,850-78.5% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.3%-36.0pp |
| Annual return | 9.56% | 21.76%-12.2pp | 1492.73%-1483.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $448 | $2,168-79.3% | $2,960-84.9% | $2,565-82.5% |
| Participant deferral / active EE | $650 | $3,166-79.5% | $4,276-84.8% | $3,952-83.6% |
| Admin fee / account holder | $105 | $4,593-97.7% | $5,949-98.2% | $6,260-98.3% |