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 | $86,929 | $105,181-17.4% | $159,436-45.5% | $85,850+1.3% |
| Participation rate | 15.2% | 75.8%-60.6pp | 82.8%-67.7pp | 69.3%-54.2pp |
| Annual return | 4.55% | 45.07%-40.5pp | 263.57%-259.0pp | 318.53%-314.0pp |
| Employer contribution / active EE | $1,274 | $3,318-61.6% | $4,829-73.6% | $2,565-50.3% |
| Participant deferral / active EE | $2,233 | $5,945-62.4% | $7,352-69.6% | $3,952-43.5% |
| Admin fee / account holder | $54 | $6,933-99.2% | $10,799-99.5% | $6,260-99.1% |