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 | $34,784 | $73,004-52.4% | $90,749-61.7% | $68,494-49.2% |
| Participation rate | 29.7% | 70.8%-41.1pp | 75.7%-46.0pp | 67.9%-38.2pp |
| Annual return | -20.05% | -13.81%-6.2pp | -12.16%-7.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $284 | $3,627-92.2% | $4,564-93.8% | $4,027-92.9% |
| Admin fee / account holder | $42 | $5,896-99.3% | $8,445-99.5% | $5,403-99.2% |