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 | $26,239 | $60,989-57.0% | $60,874-56.9% | $66,914-60.8% |
| Participation rate | 18.8% | 74.5%-55.7pp | 73.1%-54.3pp | 69.8%-51.0pp |
| Annual return | -18.54% | -9.60%-8.9pp | 16.90%-35.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $672 | $3,615-81.4% | $3,817-82.4% | $4,237-84.1% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |