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 7-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 | $28,225 | $69,362-59.3% | $101,248-72.1% | $73,488-61.6% |
| Participation rate | 22.8% | 68.4%-45.6pp | 75.8%-53.0pp | 70.7%-47.9pp |
| Annual return | 6.15% | 18.46%-12.3pp | 46.47%-40.3pp | 28.51%-22.4pp |
| Employer contribution / active EE | $690 | $2,628-73.8% | $3,660-81.2% | $2,270-69.6% |
| Participant deferral / active EE | $1,025 | $3,300-68.9% | $4,370-76.5% | $3,740-72.6% |
| Admin fee / account holder | $227 | $704-67.8% | $5,945-96.2% | $513-55.8% |