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 9-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 | $50,932 | $77,899-34.6% | $149,673-66.0% | $75,163-32.2% |
| Participation rate | 6.8% | 65.6%-58.8pp | 78.8%-72.0pp | 67.2%-60.4pp |
| Annual return | 8.62% | 31.72%-23.1pp | 134.42%-125.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $226 | $3,411-93.4% | $5,680-96.0% | $4,125-94.5% |
| Admin fee / account holder | $8 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |