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 | $31,431 | $42,548-26.1% | $74,550-57.8% | $56,287-44.2% |
| Participation rate | 23.8% | 60.5%-36.7pp | 69.1%-45.4pp | 69.9%-46.1pp |
| Annual return | -8.36% | 12.40%-20.8pp | 32.53%-40.9pp | -9.96%+1.6pp |
| Employer contribution / active EE | $420 | $855-50.9% | $1,961-78.6% | $2,111-80.1% |
| Participant deferral / active EE | $988 | $2,277-56.6% | $3,108-68.2% | $3,350-70.5% |
| Admin fee / account holder | $17 | $467-96.4% | $5,060-99.7% | $521-96.8% |