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 | $98,284 | $138,065-28.8% | $123,544-20.4% | $135,375-27.4% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -9.86% | 153.68%-163.5pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $946 | $5,151-81.6% | $4,628-79.6% | $4,779-80.2% |
| Participant deferral / active EE | $1,694 | $6,799-75.1% | $6,426-73.6% | $5,609-69.8% |
| Admin fee / account holder | $19 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |