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 | $16,524 | $202,432-91.8% | $169,368-90.2% | $139,434-88.1% |
| Participation rate | 64.3% | 81.1%-16.8pp | 77.1%-12.9pp | 80.3%-16.0pp |
| Annual return | 2.27% | 531.74%-529.5pp | 405.60%-403.3pp | 372.94%-370.7pp |
| Employer contribution / active EE | $5,460 | $4,692+16.4% | $4,013+36.1% | $4,751+14.9% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |