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 | $24,443 | $45,073-45.8% | $69,455-64.8% | $72,985-66.5% |
| Participation rate | 10.5% | 68.5%-58.0pp | 74.6%-64.1pp | 69.5%-59.0pp |
| Annual return | 4.37% | 22.65%-18.3pp | 28.97%-24.6pp | 81.00%-76.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $266 | $2,602-89.8% | $3,535-92.5% | $3,607-92.6% |
| Admin fee / account holder | $167 | $3,056-94.5% | $3,839-95.6% | $5,124-96.7% |