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 | $91,423 | $90,519+1.0% | $93,789-2.5% | $134,475-32.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -24.10% | -15.72%-8.4pp | -11.33%-12.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,464 | $4,343-66.3% | $4,323-66.1% | $4,740-69.1% |
| Participant deferral / active EE | $1,944 | $5,978-67.5% | $6,094-68.1% | $6,400-69.6% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |