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 | $54,875 | $53,127+3.3% | $86,590-36.6% | $70,131-21.8% |
| Participation rate | 3.8% | 65.3%-61.5pp | 73.5%-69.7pp | 69.5%-65.7pp |
| Annual return | 6.96% | 27.66%-20.7pp | 964.84%-957.9pp | 73.14%-66.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7 | $2,696-99.8% | $3,609-99.8% | $3,332-99.8% |
| Admin fee / account holder | $63 | $3,585-98.3% | $4,906-98.7% | $4,645-98.7% |