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 | $36,742 | $69,010-46.8% | $159,960-77.0% | $68,494-46.4% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-15.0pp | 67.9%-4.9pp |
| Annual return | -26.57% | -9.65%-16.9pp | 408.60%-435.2pp | -7.84%-18.7pp |
| Employer contribution / active EE | $821 | $2,213-62.9% | $4,226-80.6% | $2,596-68.4% |
| Participant deferral / active EE | $1,230 | $4,212-70.8% | $6,182-80.1% | $4,027-69.5% |
| Admin fee / account holder | $208 | $4,798-95.7% | $8,698-97.6% | $5,403-96.1% |