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 | $24,756 | $52,884-53.2% | $84,750-70.8% | $55,167-55.1% |
| Participation rate | 5.4% | 67.5%-62.2pp | 76.6%-71.2pp | 69.0%-63.6pp |
| Annual return | 3.97% | 18.03%-14.1pp | 22.78%-18.8pp | 169.23%-165.3pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $212 | $2,644-92.0% | $3,712-94.3% | $3,054-93.1% |
| Admin fee / account holder | $273 | $581-53.0% | $5,332-94.9% | $504-45.9% |