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 7-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 | $39,132 | $177,572-78.0% | $154,803-74.7% | $142,382-72.5% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 6.56% | 65.07%-58.5pp | 58.88%-52.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $137 | $6,272-97.8% | $5,540-97.5% | $6,507-97.9% |
| Admin fee / account holder | $169 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |