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 | $28,674 | $48,076-40.4% | $78,689-63.6% | $62,891-54.4% |
| Participation rate | 4.8% | 65.2%-60.4pp | 73.6%-68.7pp | 69.3%-64.5pp |
| Annual return | 3.60% | 31.35%-27.8pp | 62.18%-58.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $223 | $2,588-91.4% | $3,517-93.6% | $3,203-93.0% |
| Admin fee / account holder | $247 | $3,207-92.3% | $4,510-94.5% | $4,296-94.3% |