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 | $59,852 | $133,958-55.3% | $112,228-46.7% | $134,475-55.5% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -22.52% | 47.11%-69.6pp | 27.45%-50.0pp | 417.96%-440.5pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $675 | $5,291-87.2% | $4,728-85.7% | $6,400-89.5% |
| Admin fee / account holder | $84 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |