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 5-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 | $24,749 | $71,883-65.6% | $86,677-71.4% | $68,494-63.9% |
| Participation rate | 27.1% | 72.2%-45.2pp | 76.6%-49.5pp | 67.9%-40.8pp |
| Annual return | -18.95% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,117 | $2,173-48.6% | $2,836-60.6% | $2,596-57.0% |
| Participant deferral / active EE | $1,470 | $3,779-61.1% | $4,656-68.4% | $4,027-63.5% |
| Admin fee / account holder | $257 | $6,112-95.8% | $7,493-96.6% | $5,403-95.2% |