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 | $44,612 | $83,902-46.8% | $167,512-73.4% | $84,808-47.4% |
| Participation rate | 23.3% | 66.5%-43.1pp | 77.1%-53.7pp | 68.3%-45.0pp |
| Annual return | 12.58% | 91.55%-79.0pp | 1615.79%-1603.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,025 | $4,442-76.9% | $6,405-84.0% | $4,212-75.7% |
| Admin fee / account holder | $219 | $7,915-97.2% | $9,769-97.8% | $7,344-97.0% |