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 | $31,301 | $67,331-53.5% | $60,874-48.6% | $134,475-76.7% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.1%-38.1pp | 81.2%-46.2pp |
| Annual return | -22.85% | 49.93%-72.8pp | 16.90%-39.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $526 | $3,096-83.0% | $2,701-80.5% | $4,740-88.9% |
| Participant deferral / active EE | $609 | $4,538-86.6% | $3,817-84.0% | $6,400-90.5% |
| Admin fee / account holder | $181 | $4,582-96.1% | $3,224-94.4% | $11,426-98.4% |