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 | $45,356 | $126,574-64.2% | $106,213-57.3% | $145,922-68.9% |
| Participation rate | 14.3% | 77.6%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 8.11% | 224.79%-216.7pp | 116.14%-108.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $389 | $5,724-93.2% | $5,016-92.2% | $6,688-94.2% |
| Admin fee / account holder | $283 | $17,304-98.4% | $11,033-97.4% | $13,397-97.9% |