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 | $22,566 | $52,519-57.0% | $155,790-85.5% | $59,632-62.2% |
| Participation rate | 31.0% | 61.7%-30.7pp | 76.1%-45.1pp | 68.7%-37.6pp |
| Annual return | -3.57% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $670 | $3,084-78.3% | $4,797-86.0% | $3,192-79.0% |
| Admin fee / account holder | $64 | $3,540-98.2% | $7,478-99.1% | $4,297-98.5% |