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 | $43,425 | $110,257-60.6% | $96,544-55.0% | $139,434-68.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 8.50% | 26.32%-17.8pp | 25.84%-17.3pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,053 | $3,620-70.9% | $2,965-64.5% | $4,751-77.8% |
| Participant deferral / active EE | $1,390 | $5,548-74.9% | $4,851-71.3% | $6,710-79.3% |
| Admin fee / account holder | $13 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |