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 3-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 | $62,867 | $58,828+6.9% | $77,999-19.4% | $62,8910% |
| Participation rate | 55.6% | 71.1%-15.5pp | 75.5%-20.0pp | 69.3%-13.8pp |
| Annual return | 4.21% | 17.16%-12.9pp | 425.96%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $697 | $1,672-58.3% | $2,470-71.8% | $2,281-69.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $103 | $4,393-97.7% | $5,480-98.1% | $4,296-97.6% |