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 8-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 | $18,114 | $27,827-34.9% | $65,255-72.2% | $71,457-74.7% |
| Participation rate | 52.9% | 57.6%-4.7pp | 65.0%-12.1pp | 67.9%-15.0pp |
| Annual return | 2.44% | 41.58%-39.1pp | 47.35%-44.9pp | 28.85%-26.4pp |
| Employer contribution / active EE | $2,641 | $1,405+88.0% | $1,691+56.2% | $2,588+2.1% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,831-100.0% | $4,289-100.0% |
| Admin fee / account holder | $153 | $3,850-96.0% | $4,112-96.3% | $1,587-90.3% |