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 | $25,664 | $49,227-47.9% | $70,449-63.6% | $79,858-67.9% |
| Participation rate | 10.0% | 69.2%-59.2pp | 75.1%-65.1pp | 69.6%-59.6pp |
| Annual return | 3.61% | 30.06%-26.5pp | 109.03%-105.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $248 | $2,768-91.0% | $3,709-93.3% | $3,740-93.4% |
| Admin fee / account holder | $267 | $2,878-90.7% | $3,845-93.1% | $5,306-95.0% |