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 | $41,144 | $56,199-26.8% | $67,652-39.2% | $59,632-31.0% |
| Participation rate | 32.3% | 71.5%-39.2pp | 75.7%-43.4pp | 68.7%-36.4pp |
| Annual return | -2.44% | 18505.31%-18507.7pp | 6625.04%-6627.5pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $396 | $1,614-75.5% | $2,266-82.5% | $2,203-82.0% |
| Participant deferral / active EE | $1,123 | $2,844-60.5% | $3,560-68.5% | $3,192-64.8% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |