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 | $72,984 | $71,883+1.5% | $86,677-15.8% | $68,494+6.6% |
| Participation rate | 34.9% | 72.2%-37.4pp | 76.6%-41.7pp | 67.9%-33.0pp |
| Annual return | -21.22% | 3.52%-24.7pp | 35.91%-57.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,604 | $3,779-57.6% | $4,656-65.5% | $4,027-60.2% |
| Admin fee / account holder | $166 | $6,112-97.3% | $7,493-97.8% | $5,403-96.9% |