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 | $57,083 | $80,968-29.5% | $96,544-40.9% | $75,163-24.1% |
| Participation rate | 25.0% | 71.8%-46.8pp | 76.0%-51.0pp | 67.2%-42.2pp |
| Annual return | 2.26% | 27.06%-24.8pp | 25.84%-23.6pp | 160.62%-158.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $33 | $3,928-99.2% | $4,851-99.3% | $4,125-99.2% |
| Admin fee / account holder | $26 | $6,724-99.6% | $8,252-99.7% | $5,651-99.5% |