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 9-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 | $44,653 | $81,248-45.0% | $155,509-71.3% | $80,856-44.8% |
| Participation rate | 9.1% | 66.2%-57.1pp | 78.2%-69.1pp | 67.6%-58.5pp |
| Annual return | 6.87% | 33.31%-26.4pp | 64.67%-57.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $252 | $3,452-92.7% | $5,626-95.5% | $4,296-94.1% |
| Admin fee / account holder | $7 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |