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 | $44,378 | $49,025-9.5% | $87,507-49.3% | $62,891-29.4% |
| Participation rate | 42.9% | 64.9%-22.0pp | 73.8%-31.0pp | 69.3%-26.4pp |
| Annual return | 1.70% | 10.02%-8.3pp | 12.21%-10.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $647 | $2,289-71.7% | $3,149-79.4% | $3,203-79.8% |
| Admin fee / account holder | $26 | $4,065-99.4% | $4,221-99.4% | $4,296-99.4% |