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 | $53,722 | $167,307-67.9% | $143,757-62.6% | $134,475-60.1% |
| Participation rate | 54.2% | 84.8%-30.6pp | 80.3%-26.1pp | 81.2%-27.1pp |
| Annual return | -22.19% | 0.46%-22.7pp | -0.04%-22.1pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,204 | $5,619-78.6% | $4,951-75.7% | $4,740-74.6% |
| Participant deferral / active EE | $1,429 | $6,446-77.8% | $5,637-74.7% | $6,400-77.7% |
| Admin fee / account holder | $2 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |