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 3-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 | $92,821 | $97,125-4.4% | $86,233+7.6% | $137,256-32.4% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 0.44% | 74.19%-73.7pp | 61.39%-60.9pp | 220.34%-219.9pp |
| Employer contribution / active EE | $282 | $2,841-90.1% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $692 | $5,180-86.6% | $4,559-84.8% | $6,407-89.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |