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 8-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 | $32,564 | $117,983-72.4% | $101,794-68.0% | $142,382-77.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 3.84% | 36.92%-33.1pp | 30.53%-26.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $623 | $2,773-77.5% | $2,289-72.8% | $4,299-85.5% |
| Participant deferral / active EE | $623 | $4,714-86.8% | $4,084-84.7% | $6,507-90.4% |
| Admin fee / account holder | $39 | $10,433-99.6% | $8,777-99.6% | $12,624-99.7% |