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 | $55,780 | $60,349-7.6% | $74,183-24.8% | $62,891-11.3% |
| Participation rate | 22.8% | 72.7%-49.9pp | 76.6%-53.8pp | 69.3%-46.5pp |
| Annual return | -4.79% | 21.37%-26.2pp | 17.74%-22.5pp | 20.14%-24.9pp |
| Employer contribution / active EE | $682 | $1,680-59.4% | $2,370-71.2% | $2,281-70.1% |
| Participant deferral / active EE | $697 | $2,856-75.6% | $3,550-80.4% | $3,203-78.2% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |