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 9-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 | $7,990 | $110,261-92.8% | $95,745-91.7% | $139,434-94.3% |
| Participation rate | 42.1% | 75.8%-33.6pp | 72.3%-30.2pp | 80.3%-38.2pp |
| Annual return | 1.54% | 27.11%-25.6pp | 28.35%-26.8pp | 372.94%-371.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $162 | $4,676-96.5% | $4,245-96.2% | $6,710-97.6% |
| Admin fee / account holder | $231 | $6,613-96.5% | $5,678-95.9% | $11,403-98.0% |