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 | $45,312-64.1% | $86,233-81.1% | $67,986-76.1% |
| Participation rate | 19.0% | 42.4%-23.5pp | 69.0%-50.1pp | 57.2%-38.2pp |
| Annual return | 9.89% | 24.79%-14.9pp | 61.39%-51.5pp | 31.67%-21.8pp |
| Employer contribution / active EE | $148 | $1,160-87.3% | $2,504-94.1% | $2,019-92.7% |
| Participant deferral / active EE | $392 | $2,185-82.1% | $4,559-91.4% | $3,358-88.3% |
| Admin fee / account holder | $38 | $3,295-98.9% | $8,342-99.5% | $3,203-98.8% |