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 6-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 | $12,056 | $57,281-79.0% | $86,612-86.1% | $75,163-84.0% |
| Participation rate | 37.8% | 63.2%-25.4pp | 71.7%-33.9pp | 67.2%-29.4pp |
| Annual return | 13.54% | 2670.75%-2657.2pp | 591.07%-577.5pp | 160.62%-147.1pp |
| Employer contribution / active EE | $553 | $2,314-76.1% | $3,022-81.7% | $2,670-79.3% |
| Participant deferral / active EE | $642 | $3,318-80.7% | $4,438-85.5% | $4,125-84.4% |
| Admin fee / account holder | $116 | $4,112-97.2% | $5,614-97.9% | $5,651-97.9% |