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 | $58,035 | $77,813-25.4% | $123,544-53.0% | $64,186-9.6% |
| Participation rate | 27.3% | 74.7%-47.4pp | 82.3%-55.0pp | 69.6%-42.3pp |
| Annual return | -8.31% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $662 | $3,014-78.0% | $4,628-85.7% | $2,381-72.2% |
| Participant deferral / active EE | $1,908 | $5,240-63.6% | $6,426-70.3% | $3,470-45.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |