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 5-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 | $121,762 | $110,257+10.4% | $96,544+26.1% | $139,434-12.7% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | -5.43% | 26.32%-31.7pp | 25.84%-31.3pp | 372.94%-378.4pp |
| Employer contribution / active EE | $1,189 | $3,620-67.2% | $2,965-59.9% | $4,751-75.0% |
| Participant deferral / active EE | $3 | $5,548-99.9% | $4,851-99.9% | $6,710-100.0% |
| Admin fee / account holder | $131 | $11,591-98.9% | $8,252-98.4% | $11,403-98.9% |