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 | $37,784 | $94,529-60.0% | $140,016-73.0% | $64,186-41.1% |
| Participation rate | 45.6% | 84.1%-38.5pp | 87.5%-41.9pp | 69.6%-24.0pp |
| Annual return | -9.24% | 7.77%-17.0pp | 651.12%-660.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,360 | $3,812-64.3% | $5,606-75.7% | $2,381-42.9% |
| Participant deferral / active EE | $2,334 | $5,250-55.5% | $6,927-66.3% | $3,470-32.7% |
| Admin fee / account holder | $113 | $6,741-98.3% | $10,705-98.9% | $4,888-97.7% |