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 | $32,184 | $64,707-50.3% | $112,228-71.3% | $68,494-53.0% |
| Participation rate | 54.1% | 67.2%-13.1pp | 75.1%-21.0pp | 67.9%-13.8pp |
| Annual return | -19.82% | -11.40%-8.4pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,146 | $2,746-58.3% | $3,635-68.5% | $2,596-55.9% |
| Participant deferral / active EE | $1,444 | $3,565-59.5% | $4,728-69.4% | $4,027-64.1% |
| Admin fee / account holder | $132 | $5,232-97.5% | $6,410-97.9% | $5,403-97.6% |