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 | $29,591 | $78,422-62.3% | $95,952-69.2% | $79,858-62.9% |
| Participation rate | 10.7% | 73.5%-62.8pp | 77.1%-66.4pp | 69.6%-58.9pp |
| Annual return | 8.72% | 19.37%-10.7pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $229 | $3,440-93.4% | $4,167-94.5% | $3,740-93.9% |
| Admin fee / account holder | $201 | $5,622-96.4% | $6,795-97.0% | $5,306-96.2% |