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 6-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 | $57,444 | $81,460-29.5% | $103,333-44.4% | $80,856-29.0% |
| Participation rate | 48.8% | 66.8%-18.1pp | 74.5%-25.7pp | 67.6%-18.9pp |
| Annual return | -1.01% | 25.55%-26.6pp | 24.88%-25.9pp | 35.59%-36.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $447 | $3,869-88.4% | $5,057-91.2% | $4,296-89.6% |
| Admin fee / account holder | $239 | $6,566-96.4% | $8,355-97.1% | $6,918-96.5% |