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 8-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 | $21,038 | $95,416-78.0% | $185,823-88.7% | $85,850-75.5% |
| Participation rate | 45.2% | 68.8%-23.5pp | 81.7%-36.5pp | 69.3%-24.1pp |
| Annual return | 8.03% | 23.59%-15.6pp | 122.05%-114.0pp | 318.53%-310.5pp |
| Employer contribution / active EE | $2,292 | $3,314-30.8% | $5,167-55.6% | $2,565-10.6% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $131 | $7,213-98.2% | $16,237-99.2% | $6,260-97.9% |