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 | $42,939 | $64,707-33.6% | $112,228-61.7% | $68,494-37.3% |
| Participation rate | 23.3% | 67.2%-43.9pp | 75.1%-51.8pp | 67.9%-44.6pp |
| Annual return | -24.10% | -11.40%-12.7pp | 27.45%-51.6pp | -7.84%-16.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,400 | $3,565-60.7% | $4,728-70.4% | $4,027-65.2% |
| Admin fee / account holder | $164 | $5,232-96.9% | $6,410-97.4% | $5,403-97.0% |