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 | $25,661 | $57,354-55.3% | $83,848-69.4% | $64,186-60.0% |
| Participation rate | 45.5% | 68.6%-23.2pp | 76.1%-30.7pp | 69.6%-24.1pp |
| Annual return | -8.77% | 11.38%-20.2pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $879 | $2,545-65.5% | $3,631-75.8% | $2,381-63.1% |
| Participant deferral / active EE | $1,064 | $2,993-64.5% | $4,082-73.9% | $3,470-69.3% |
| Admin fee / account holder | $57 | $4,046-98.6% | $5,478-99.0% | $4,888-98.8% |