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 | $16,984 | $43,075-60.6% | $74,583-77.2% | $62,891-73.0% |
| Participation rate | 23.5% | 58.1%-34.5pp | 68.1%-44.6pp | 69.3%-45.8pp |
| Annual return | 2.83% | 17.50%-14.7pp | 20.47%-17.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $312 | $2,389-86.9% | $3,458-91.0% | $3,203-90.2% |
| Admin fee / account holder | $221 | $2,840-92.2% | $4,138-94.7% | $4,296-94.9% |