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 3-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 | $33,143 | $112,096-70.4% | $95,952-65.5% | $158,922-79.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 2.14% | 171.09%-169.0pp | 91.61%-89.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $647 | $3,198-79.8% | $2,541-74.5% | $4,761-86.4% |
| Participant deferral / active EE | $1,056 | $4,784-77.9% | $4,167-74.7% | $5,982-82.4% |
| Admin fee / account holder | $56 | $10,130-99.4% | $6,795-99.2% | $11,246-99.5% |