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 | $58,415 | $78,705-25.8% | $117,854-50.4% | $70,131-16.7% |
| Participation rate | 29.5% | 73.2%-43.6pp | 79.7%-50.1pp | 69.5%-40.0pp |
| Annual return | 11.22% | 23.30%-12.1pp | 335.08%-323.9pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $994 | $3,297-69.9% | $4,482-77.8% | $3,332-70.2% |
| Admin fee / account holder | $176 | $5,065-96.5% | $8,020-97.8% | $4,645-96.2% |