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 | $32,261 | $91,190-64.6% | $178,490-81.9% | $79,858-59.6% |
| Participation rate | 17.2% | 69.2%-52.0pp | 81.9%-64.7pp | 69.6%-52.4pp |
| Annual return | 5.07% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $415 | $3,256-87.2% | $5,011-91.7% | $2,471-83.2% |
| Participant deferral / active EE | $415 | $3,236-87.2% | $5,202-92.0% | $3,740-88.9% |
| Admin fee / account holder | $151 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |