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 | $16,006 | $91,190-82.4% | $178,490-91.0% | $79,858-80.0% |
| Participation rate | 21.7% | 69.2%-47.5pp | 81.9%-60.2pp | 69.6%-47.9pp |
| Annual return | 8.86% | 24.19%-15.3pp | 151.07%-142.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $400 | $3,236-87.6% | $5,202-92.3% | $3,740-89.3% |
| Admin fee / account holder | $156 | $6,751-97.7% | $13,984-98.9% | $5,306-97.1% |