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 9-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 | $0 | $45,343-100.0% | $150,298-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 51.9%-51.9pp | 77.8%-77.8pp | 57.2%-57.2pp |
| Annual return | 9.08% | 33.28%-24.2pp | 62.79%-53.7pp | 31.67%-22.6pp |
| Employer contribution / active EE | $856 | $1,462-41.4% | $4,154-79.4% | $2,019-57.6% |
| Participant deferral / active EE | $560 | $2,055-72.7% | $5,453-89.7% | $3,358-83.3% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |