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 | $63,555 | $92,222-31.1% | $76,768-17.2% | $135,375-53.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -10.80% | 5.46%-16.3pp | 2.43%-13.2pp | 519.73%-530.5pp |
| Employer contribution / active EE | $4,316 | $3,216+34.2% | $2,485+73.7% | $4,779-9.7% |
| Participant deferral / active EE | $566 | $4,509-87.4% | $3,852-85.3% | $5,609-89.9% |
| Admin fee / account holder | $21 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |