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 | $35,399 | $77,899-54.6% | $149,673-76.3% | $75,163-52.9% |
| Participation rate | 13.3% | 65.6%-52.2pp | 78.8%-65.4pp | 67.2%-53.9pp |
| Annual return | -0.40% | 31.72%-32.1pp | 134.42%-134.8pp | 160.62%-161.0pp |
| Employer contribution / active EE | $486 | $3,137-84.5% | $4,818-89.9% | $2,670-81.8% |
| Participant deferral / active EE | $487 | $3,411-85.7% | $5,680-91.4% | $4,125-88.2% |
| Admin fee / account holder | $27 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |