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 6-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 | $11,685 | $57,057-79.5% | $85,009-86.3% | $80,874-85.6% |
| Participation rate | 8.0% | 56.4%-48.4pp | 67.5%-59.5pp | 67.6%-59.6pp |
| Annual return | 8.71% | 21.66%-13.0pp | 66.47%-57.8pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $256 | $3,112-91.8% | $4,522-94.3% | $4,297-94.0% |
| Admin fee / account holder | $80 | $4,986-98.4% | $6,153-98.7% | $6,935-98.8% |