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 | $63,765 | $102,966-38.1% | $90,281-29.4% | $152,861-58.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 1.42% | 95.16%-93.7pp | 78.10%-76.7pp | 345.32%-343.9pp |
| Employer contribution / active EE | $167 | $3,139-94.7% | $2,854-94.1% | $4,762-96.5% |
| Participant deferral / active EE | $334 | $4,281-92.2% | $3,885-91.4% | $5,850-94.3% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |