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 | $42,585 | $97,757-56.4% | $83,848-49.2% | $135,375-68.5% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | -9.98% | 1287.37%-1297.3pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $948 | $4,222-77.5% | $3,631-73.9% | $4,779-80.2% |
| Participant deferral / active EE | $567 | $4,682-87.9% | $4,082-86.1% | $5,609-89.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |