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 | $47,601 | $82,664-42.4% | $125,339-62.0% | $68,494-30.5% |
| Participation rate | 24.6% | 75.0%-50.5pp | 82.4%-57.8pp | 67.9%-43.3pp |
| Annual return | -19.55% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,308 | $6,110-78.6% | $7,446-82.4% | $4,027-67.5% |
| Admin fee / account holder | $57 | $6,275-99.1% | $10,010-99.4% | $5,403-98.9% |