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 | $59,686 | $63,346-5.8% | $92,233-35.3% | $70,131-14.9% |
| Participation rate | 43.3% | 68.7%-25.3pp | 76.5%-33.1pp | 69.5%-26.2pp |
| Annual return | 8.05% | 530.12%-522.1pp | 176.28%-168.2pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $936 | $2,854-67.2% | $3,897-76.0% | $3,332-71.9% |
| Admin fee / account holder | $30 | $3,840-99.2% | $5,194-99.4% | $4,645-99.4% |