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 | $22,428 | $73,787-69.6% | $98,716-77.3% | $82,448-72.8% |
| Participation rate | 8.0% | 61.4%-53.4pp | 69.3%-61.3pp | 68.1%-60.1pp |
| Annual return | 12.39% | 18.57%-6.2pp | 31.81%-19.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $151 | $3,081-95.1% | $4,048-96.3% | $4,139-96.4% |
| Admin fee / account holder | $33 | $6,500-99.5% | $8,703-99.6% | $7,234-99.5% |