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 | $11,457 | $117,983-90.3% | $101,794-88.7% | $142,382-92.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 7.63% | 36.92%-29.3pp | 30.53%-22.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $500 | $2,773-82.0% | $2,289-78.2% | $4,299-88.4% |
| Participant deferral / active EE | $785 | $4,714-83.4% | $4,084-80.8% | $6,507-87.9% |
| Admin fee / account holder | $122 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |