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 | $54,324 | $83,477-34.9% | $125,175-56.6% | $72,985-25.6% |
| Participation rate | 19.5% | 73.3%-53.8pp | 79.8%-60.3pp | 69.5%-50.0pp |
| Annual return | 14.18% | 25.78%-11.6pp | 43.79%-29.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $320 | $3,585-91.1% | $4,937-93.5% | $3,607-91.1% |
| Admin fee / account holder | $18 | $5,517-99.7% | $9,702-99.8% | $5,124-99.7% |