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 | $22,213 | $81,258-72.7% | $105,218-78.9% | $59,632-62.7% |
| Participation rate | 9.5% | 75.4%-65.9pp | 77.2%-67.7pp | 68.7%-59.1pp |
| Annual return | -4.75% | 1.96%-6.7pp | 5.33%-10.1pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $268 | $3,881-93.1% | $4,867-94.5% | $3,192-91.6% |
| Admin fee / account holder | $0 | $5,841-100.0% | $6,992-100.0% | $4,297-100.0% |