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 9-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 | $59,822 | $42,383+41.1% | $76,523-21.8% | $64,186-6.8% |
| Participation rate | 68.8% | 58.1%+10.6pp | 68.0%+0.8pp | 69.6%-0.8pp |
| Annual return | -11.86% | -16.54%+4.7pp | -0.27%-11.6pp | 7.63%-19.5pp |
| Employer contribution / active EE | $336 | $1,563-78.5% | $2,647-87.3% | $2,381-85.9% |
| Participant deferral / active EE | $431 | $2,566-83.2% | $3,835-88.8% | $3,470-87.6% |
| Admin fee / account holder | $103 | $3,198-96.8% | $4,848-97.9% | $4,888-97.9% |