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 6-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 | $51,383 | $76,367-32.7% | $93,606-45.1% | $72,985-29.6% |
| Participation rate | 42.4% | 71.7%-29.3pp | 75.8%-33.4pp | 69.5%-27.1pp |
| Annual return | 14.84% | 25.82%-11.0pp | 32.76%-17.9pp | 81.00%-66.2pp |
| Employer contribution / active EE | $626 | $2,275-72.5% | $2,718-77.0% | $2,440-74.3% |
| Participant deferral / active EE | $760 | $3,538-78.5% | $4,069-81.3% | $3,607-78.9% |
| Admin fee / account holder | $283 | $6,838-95.9% | $7,888-96.4% | $5,124-94.5% |