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 | $30,420 | $71,883-57.7% | $86,677-64.9% | $68,494-55.6% |
| Participation rate | 20.7% | 72.2%-51.5pp | 76.6%-55.9pp | 67.9%-47.2pp |
| Annual return | -24.43% | 3.52%-28.0pp | 35.91%-60.3pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $441 | $3,779-88.3% | $4,656-90.5% | $4,027-89.0% |
| Admin fee / account holder | $83 | $6,112-98.6% | $7,493-98.9% | $5,403-98.5% |