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 7-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 | $101,796 | $45,035+126.0% | $62,995+61.6% | $70,131+45.2% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 8.26% | 18.76%-10.5pp | 87.57%-79.3pp | 73.14%-64.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $227 | $2,465-90.8% | $3,329-93.2% | $3,332-93.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |