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 | $16,269 | $48,750-66.6% | $88,946-81.7% | $74,304-78.1% |
| Participation rate | 19.0% | 44.5%-25.5pp | 68.8%-49.9pp | 60.3%-41.4pp |
| Annual return | 9.89% | 25.91%-16.0pp | 57.82%-47.9pp | 29.43%-19.5pp |
| Employer contribution / active EE | $148 | $1,255-88.2% | $2,555-94.2% | $2,241-93.4% |
| Participant deferral / active EE | $392 | $2,423-83.8% | $4,581-91.4% | $3,767-89.6% |
| Admin fee / account holder | $38 | $3,756-99.0% | $8,261-99.5% | $2,969-98.7% |