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 | $70,321 | $96,557-27.2% | $80,975-13.2% | $273,961-74.3% |
| Participation rate | 59.1% | 79.1%-20.0pp | 75.8%-16.7pp | 83.0%-23.9pp |
| Annual return | 1.42% | 15.14%-13.7pp | 17.10%-15.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,087 | $4,868-77.7% | $3,714-70.7% | $4,869-77.7% |
| Participant deferral / active EE | $1,370 | $6,598-79.2% | $5,696-75.9% | $5,287-74.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |