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 | $32,810 | $87,013-62.3% | $106,213-69.1% | $80,856-59.4% |
| Participation rate | 16.0% | 70.4%-54.4pp | 75.3%-59.3pp | 67.6%-51.6pp |
| Annual return | 10.14% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $164 | $3,986-95.9% | $5,016-96.7% | $4,296-96.2% |
| Admin fee / account holder | $34 | $8,431-99.6% | $11,033-99.7% | $6,918-99.5% |