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 | $13,002 | $80,717-83.9% | $154,803-91.6% | $84,808-84.7% |
| Participation rate | 23.3% | 66.8%-43.5pp | 78.1%-54.7pp | 68.3%-45.0pp |
| Annual return | 13.00% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $419 | $3,303-87.3% | $5,540-92.4% | $4,212-90.1% |
| Admin fee / account holder | $116 | $6,746-98.3% | $14,329-99.2% | $7,344-98.4% |