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 | $39,860 | $77,503-48.6% | $100,391-60.3% | $80,856-50.7% |
| Participation rate | 48.0% | 76.9%-28.9pp | 81.5%-33.5pp | 67.6%-19.6pp |
| Annual return | 11.29% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,427 | $2,801-49.0% | $3,942-63.8% | $2,755-48.2% |
| Participant deferral / active EE | $2,469 | $6,820-63.8% | $8,082-69.4% | $4,296-42.5% |
| Admin fee / account holder | $96 | $5,897-98.4% | $7,899-98.8% | $6,918-98.6% |