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 9-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 | $42,994 | $106,515-59.6% | $96,683-55.5% | $139,434-69.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 4.72% | 38.43%-33.7pp | 35.69%-31.0pp | 372.94%-368.2pp |
| Employer contribution / active EE | $862 | $4,103-79.0% | $3,737-76.9% | $4,751-81.9% |
| Participant deferral / active EE | $1,078 | $5,454-80.2% | $4,878-77.9% | $6,710-83.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |