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 | $34,447 | $88,707-61.2% | $74,183-53.6% | $273,961-87.4% |
| Participation rate | 22.2% | 79.4%-57.2pp | 76.6%-54.4pp | 83.0%-60.8pp |
| Annual return | 1.78% | 11.94%-10.2pp | 17.74%-16.0pp | 41.45%-39.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $269 | $4,212-93.6% | $3,550-92.4% | $5,287-94.9% |
| Admin fee / account holder | $48 | $8,717-99.5% | $5,586-99.1% | $10,132-99.5% |