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 | $51,736 | $71,883-28.0% | $86,677-40.3% | $68,494-24.5% |
| Participation rate | 37.0% | 72.2%-35.2pp | 76.6%-39.5pp | 67.9%-30.9pp |
| Annual return | -24.09% | 3.52%-27.6pp | 35.91%-60.0pp | -7.84%-16.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $855 | $3,779-77.4% | $4,656-81.6% | $4,027-78.8% |
| Admin fee / account holder | $13 | $6,112-99.8% | $7,493-99.8% | $5,403-99.8% |