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 | $12,539 | $69,207-81.9% | $64,056-80.4% | $139,434-91.0% |
| Participation rate | 52.4% | 75.6%-23.2pp | 72.3%-19.9pp | 80.3%-27.9pp |
| Annual return | 6.63% | 45.88%-39.3pp | 33.69%-27.1pp | 372.94%-366.3pp |
| Employer contribution / active EE | $917 | $3,182-71.2% | $2,747-66.6% | $4,751-80.7% |
| Participant deferral / active EE | $62 | $4,682-98.7% | $3,880-98.4% | $6,710-99.1% |
| Admin fee / account holder | $243 | $4,244-94.3% | $3,068-92.1% | $11,403-97.9% |