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 | $89,284 | $91,552-2.5% | $133,956-33.3% | $79,858+11.8% |
| Participation rate | 44.0% | 73.3%-29.3pp | 79.8%-35.8pp | 69.6%-25.6pp |
| Annual return | 7.96% | 61.85%-53.9pp | 45.09%-37.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,480 | $3,733-60.4% | $5,048-70.7% | $3,740-60.4% |
| Admin fee / account holder | $56 | $6,321-99.1% | $8,927-99.4% | $5,306-98.9% |