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 | $24,782 | $49,173-49.6% | $121,098-79.5% | $75,163-67.0% |
| Participation rate | 9.4% | 55.4%-46.0pp | 69.5%-60.1pp | 67.2%-57.8pp |
| Annual return | 6.71% | 55.99%-49.3pp | 985.75%-979.0pp | 160.62%-153.9pp |
| Employer contribution / active EE | $368 | $1,546-76.2% | $4,164-91.2% | $2,670-86.2% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |