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 | $48,995 | $118,450-58.6% | $98,439-50.2% | $139,434-64.9% |
| Participation rate | 63.6% | 77.4%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | -1.19% | 18.94%-20.1pp | 21.16%-22.4pp | 372.94%-374.1pp |
| Employer contribution / active EE | $2,502 | $3,609-30.7% | $3,048-17.9% | $4,751-47.3% |
| Participant deferral / active EE | $379 | $5,392-93.0% | $4,738-92.0% | $6,710-94.3% |
| Admin fee / account holder | $182 | $14,026-98.7% | $8,948-98.0% | $11,403-98.4% |