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 | $32,068 | $71,883-55.4% | $86,677-63.0% | $68,494-53.2% |
| Participation rate | 29.6% | 72.2%-42.6pp | 76.6%-46.9pp | 67.9%-38.3pp |
| Annual return | -19.01% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $623 | $2,173-71.3% | $2,836-78.0% | $2,596-76.0% |
| Participant deferral / active EE | $995 | $3,779-73.7% | $4,656-78.6% | $4,027-75.3% |
| Admin fee / account holder | $58 | $6,112-99.1% | $7,493-99.2% | $5,403-98.9% |