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 | $30,075 | $76,000-60.4% | $154,107-80.5% | $64,186-53.1% |
| Participation rate | 26.6% | 70.4%-43.9pp | 83.0%-56.5pp | 69.6%-43.0pp |
| Annual return | -8.80% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $606 | $3,175-80.9% | $5,081-88.1% | $3,470-82.5% |
| Admin fee / account holder | $146 | $5,596-97.4% | $13,411-98.9% | $4,888-97.0% |