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 | $90,540 | $153,772-41.1% | $133,980-32.4% | $273,961-67.0% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.1%-22.8pp | 83.0%-18.7pp |
| Annual return | -3.58% | 36.51%-40.1pp | 29.30%-32.9pp | 41.45%-45.0pp |
| Employer contribution / active EE | $1,536 | $6,029-74.5% | $5,211-70.5% | $4,869-68.5% |
| Participant deferral / active EE | $77 | $6,958-98.9% | $6,282-98.8% | $5,287-98.5% |
| Admin fee / account holder | $262 | $11,765-97.8% | $9,324-97.2% | $10,132-97.4% |