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 | $12,487 | $43,327-71.2% | $59,878-79.1% | $64,186-80.5% |
| Participation rate | 22.6% | 69.2%-46.6pp | 74.7%-52.1pp | 69.6%-47.0pp |
| Annual return | -11.32% | -1.55%-9.8pp | 3.46%-14.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $528 | $2,546-79.3% | $3,402-84.5% | $3,470-84.8% |
| Admin fee / account holder | $286 | $3,005-90.5% | $3,590-92.0% | $4,888-94.1% |