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 | $24,465 | $43,723-44.0% | $121,196-79.8% | $64,186-61.9% |
| Participation rate | 11.3% | 58.3%-47.0pp | 71.7%-60.5pp | 69.6%-58.3pp |
| Annual return | -10.41% | 68.91%-79.3pp | 16.93%-27.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $583 | $2,280-74.4% | $3,344-82.6% | $3,470-83.2% |
| Admin fee / account holder | $44 | $3,501-98.7% | $5,019-99.1% | $4,888-99.1% |