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 | $28,762 | $72,492-60.3% | $87,100-67.0% | $72,985-60.6% |
| Participation rate | 8.8% | 72.8%-64.0pp | 76.9%-68.0pp | 69.5%-60.7pp |
| Annual return | 8.71% | 24.46%-15.7pp | 28.19%-19.5pp | 81.00%-72.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $212 | $3,270-93.5% | $4,049-94.8% | $3,607-94.1% |
| Admin fee / account holder | $210 | $5,055-95.8% | $7,497-97.2% | $5,124-95.9% |