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 | $63,437 | $132,239-52.0% | $105,722-40.0% | $273,961-76.8% |
| Participation rate | 31.8% | 83.2%-51.4pp | 78.9%-47.1pp | 83.0%-51.2pp |
| Annual return | 1.25% | 10.07%-8.8pp | 12.25%-11.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $1,095 | $4,867-77.5% | $4,079-73.2% | $4,869-77.5% |
| Participant deferral / active EE | $110 | $6,233-98.2% | $5,326-97.9% | $5,287-97.9% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |