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 | $0 | $190,805-100.0% | $159,960-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -22.80% | 552.23%-575.0pp | 408.60%-431.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $4,295 | $4,995-14.0% | $4,226+1.6% | $4,740-9.4% |
| Participant deferral / active EE | $1,320 | $6,923-80.9% | $6,182-78.6% | $6,400-79.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |