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 | $46,519 | $56,199-17.2% | $67,652-31.2% | $59,632-22.0% |
| Participation rate | 22.2% | 71.5%-49.2pp | 75.7%-53.4pp | 68.7%-46.4pp |
| Annual return | -5.15% | 18505.31%-18510.5pp | 6625.04%-6630.2pp | 2041.28%-2046.4pp |
| Employer contribution / active EE | $367 | $1,614-77.3% | $2,266-83.8% | $2,203-83.3% |
| Participant deferral / active EE | $813 | $2,844-71.4% | $3,560-77.2% | $3,192-74.5% |
| Admin fee / account holder | $117 | $3,958-97.0% | $4,821-97.6% | $4,297-97.3% |