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 5-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 | $13,001 | $48,230-73.0% | $67,502-80.7% | $80,856-83.9% |
| Participation rate | 9.5% | 66.4%-56.8pp | 72.9%-63.3pp | 67.6%-58.1pp |
| Annual return | 9.38% | 18.28%-8.9pp | 3512.12%-3502.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $504 | $2,020-75.0% | $2,731-81.5% | $2,755-81.7% |
| Participant deferral / active EE | $205 | $2,924-93.0% | $4,000-94.9% | $4,296-95.2% |
| Admin fee / account holder | $62 | $3,681-98.3% | $3,998-98.4% | $6,918-99.1% |