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 4-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 | $31,268 | $177,572-82.4% | $154,803-79.8% | $142,382-78.0% |
| Participation rate | 27.3% | 82.1%-54.8pp | 78.1%-50.8pp | 80.1%-52.8pp |
| Annual return | 8.95% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,034 | $4,810-78.5% | $4,305-76.0% | $4,299-75.9% |
| Participant deferral / active EE | $1,293 | $6,272-79.4% | $5,540-76.7% | $6,507-80.1% |
| Admin fee / account holder | $141 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |