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 | $52,475 | $76,552-31.5% | $123,892-57.6% | $62,891-16.6% |
| Participation rate | 43.1% | 73.0%-29.9pp | 81.4%-38.4pp | 69.3%-26.3pp |
| Annual return | -4.17% | 18.68%-22.8pp | 47.52%-51.7pp | 20.14%-24.3pp |
| Employer contribution / active EE | $917 | $2,883-68.2% | $4,617-80.1% | $2,281-59.8% |
| Participant deferral / active EE | $1,600 | $4,840-66.9% | $5,984-73.3% | $3,203-50.1% |
| Admin fee / account holder | $169 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |