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 | $48,367 | $45,073+7.3% | $69,455-30.4% | $72,985-33.7% |
| Participation rate | 51.0% | 68.5%-17.5pp | 74.6%-23.6pp | 69.5%-18.5pp |
| Annual return | -5.82% | 22.65%-28.5pp | 28.97%-34.8pp | 81.00%-86.8pp |
| Employer contribution / active EE | $2,146 | $2,054+4.5% | $2,779-22.8% | $2,440-12.1% |
| Participant deferral / active EE | $450 | $2,602-82.7% | $3,535-87.3% | $3,607-87.5% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |