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 | $29,799 | $66,402-55.1% | $109,895-72.9% | $85,850-65.3% |
| Participation rate | 38.1% | 63.9%-25.8pp | 74.2%-36.1pp | 69.3%-31.2pp |
| Annual return | 8.29% | 19.59%-11.3pp | 29.45%-21.2pp | 318.53%-310.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $532 | $2,842-81.3% | $4,048-86.9% | $3,952-86.5% |
| Admin fee / account holder | $154 | $4,557-96.6% | $6,066-97.5% | $6,260-97.5% |