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 | $37,240 | $55,415-32.8% | $155,509-76.1% | $74,495-50.0% |
| Participation rate | 20.2% | 61.9%-41.7pp | 78.2%-58.0pp | 67.2%-47.0pp |
| Annual return | 7.91% | 268.50%-260.6pp | 64.67%-56.8pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $534 | $2,267-76.4% | $4,672-88.6% | $2,623-79.6% |
| Participant deferral / active EE | $764 | $2,836-73.0% | $5,626-86.4% | $4,346-82.4% |
| Admin fee / account holder | $23 | $1,738-98.7% | $15,912-99.9% | $1,942-98.8% |