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 | $77,905 | $103,376-24.6% | $87,100-10.6% | $152,861-49.0% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.9%-56.9pp | 82.4%-62.4pp |
| Annual return | 5.06% | 28.10%-23.0pp | 28.19%-23.1pp | 345.32%-340.3pp |
| Employer contribution / active EE | $1,128 | $3,220-65.0% | $2,521-55.3% | $4,762-76.3% |
| Participant deferral / active EE | $1,128 | $4,778-76.4% | $4,049-72.1% | $5,850-80.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |