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 | $38,241 | $56,484-32.3% | $169,463-77.4% | $64,186-40.4% |
| Participation rate | 30.8% | 64.5%-33.8pp | 77.8%-47.0pp | 69.6%-38.8pp |
| Annual return | -9.43% | -1.55%-7.9pp | 1.83%-11.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $430 | $1,832-76.5% | $4,159-89.7% | $2,381-81.9% |
| Participant deferral / active EE | $967 | $3,448-72.0% | $5,277-81.7% | $3,470-72.1% |
| Admin fee / account holder | $120 | $4,174-97.1% | $9,109-98.7% | $4,888-97.5% |