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 | $25,785 | $117,983-78.1% | $101,794-74.7% | $142,382-81.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 6.45% | 36.92%-30.5pp | 30.53%-24.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $610 | $2,773-78.0% | $2,289-73.4% | $4,299-85.8% |
| Participant deferral / active EE | $1,139 | $4,714-75.8% | $4,084-72.1% | $6,507-82.5% |
| Admin fee / account holder | $275 | $10,433-97.4% | $8,777-96.9% | $12,624-97.8% |