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 | $35,828 | $47,479-24.5% | $62,929-43.1% | $82,448-56.5% |
| Participation rate | 24.3% | 66.9%-42.5pp | 73.1%-48.8pp | 68.1%-43.7pp |
| Annual return | 8.41% | 20.34%-11.9pp | 1063.93%-1055.5pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $590 | $2,870-79.5% | $3,888-84.8% | $4,139-85.8% |
| Admin fee / account holder | $25 | $3,804-99.3% | $5,065-99.5% | $7,234-99.7% |