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 | $38,623 | $150,440-74.3% | $136,294-71.7% | $147,584-73.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 1.74% | 1049.08%-1047.3pp | 5155.94%-5154.2pp | 578.55%-576.8pp |
| Employer contribution / active EE | $1,087 | $5,256-79.3% | $4,695-76.8% | $4,876-77.7% |
| Participant deferral / active EE | $2,023 | $6,630-69.5% | $6,247-67.6% | $5,439-62.8% |
| Admin fee / account holder | $259 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |