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 | $137,811 | $106,890+28.9% | $84,015+64.0% | $152,861-9.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | -20.58% | 104.99%-125.6pp | 71.31%-91.9pp | 345.32%-365.9pp |
| Employer contribution / active EE | $683 | $2,734-75.0% | $1,983-65.6% | $4,762-85.7% |
| Participant deferral / active EE | $575 | $4,011-85.7% | $3,239-82.2% | $5,850-90.2% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |