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 | $40,825 | $81,248-49.8% | $155,509-73.7% | $80,856-49.5% |
| Participation rate | 64.8% | 66.2%-1.4pp | 78.2%-13.4pp | 67.6%-2.8pp |
| Annual return | 7.65% | 33.31%-25.7pp | 64.67%-57.0pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,208 | $3,100-61.0% | $4,672-74.2% | $2,755-56.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $196 | $7,997-97.5% | $15,912-98.8% | $6,918-97.2% |