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 | $34,069 | $52,519-35.1% | $155,790-78.1% | $59,632-42.9% |
| Participation rate | 9.3% | 61.7%-52.4pp | 76.1%-66.8pp | 68.7%-59.4pp |
| Annual return | -3.27% | 53.51%-56.8pp | 71.54%-74.8pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $170 | $3,084-94.5% | $4,797-96.5% | $3,192-94.7% |
| Admin fee / account holder | $41 | $3,540-98.9% | $7,478-99.5% | $4,297-99.1% |