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 | $21,229 | $51,620-58.9% | $90,281-76.5% | $65,185-67.4% |
| Participation rate | 10.2% | 68.6%-58.4pp | 73.3%-63.1pp | 70.2%-60.0pp |
| Annual return | 7.46% | 24.94%-17.5pp | 78.10%-70.6pp | 29.38%-21.9pp |
| Employer contribution / active EE | $396 | $2,235-82.3% | $2,854-86.1% | $2,177-81.8% |
| Participant deferral / active EE | $215 | $2,871-92.5% | $3,885-94.5% | $3,514-93.9% |
| Admin fee / account holder | $169 | $384-56.0% | $5,351-96.8% | $847-80.0% |