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 | $111,316 | $95,971+16.0% | $74,550+49.3% | $135,375-17.8% |
| Participation rate | 7.1% | 75.7%-68.5pp | 69.1%-62.0pp | 82.6%-75.5pp |
| Annual return | -18.33% | 56.96%-75.3pp | 32.53%-50.9pp | 519.73%-538.1pp |
| Employer contribution / active EE | $758 | $2,716-72.1% | $1,961-61.4% | $4,779-84.1% |
| Participant deferral / active EE | $465 | $3,843-87.9% | $3,108-85.1% | $5,609-91.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |