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 | $36,444 | $57,354-36.5% | $83,848-56.5% | $64,186-43.2% |
| Participation rate | 69.7% | 68.6%+1.1pp | 76.1%-6.4pp | 69.6%+0.1pp |
| Annual return | -12.75% | 11.38%-24.1pp | 850.88%-863.6pp | 7.63%-20.4pp |
| Employer contribution / active EE | $11,028 | $2,545+333.3% | $3,631+203.7% | $2,381+363.2% |
| Participant deferral / active EE | $309 | $2,993-89.7% | $4,082-92.4% | $3,470-91.1% |
| Admin fee / account holder | $78 | $4,046-98.1% | $5,478-98.6% | $4,888-98.4% |