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 | $52,772 | $90,503-41.7% | $78,689-32.9% | $273,961-80.7% |
| Participation rate | 12.5% | 76.5%-64.0pp | 73.6%-61.1pp | 83.0%-70.5pp |
| Annual return | 1.39% | 75.60%-74.2pp | 62.18%-60.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $398 | $3,176-87.5% | $2,851-86.0% | $4,869-91.8% |
| Participant deferral / active EE | $497 | $3,901-87.3% | $3,517-85.9% | $5,287-90.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |