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 | $20,998 | $87,705-76.1% | $63,517-66.9% | $125,391-83.3% |
| Participation rate | 22.2% | 77.0%-54.8pp | 71.0%-48.8pp | 83.2%-61.0pp |
| Annual return | -5.73% | 21.70%-27.4pp | -70.30%+64.6pp | 282.22%-288.0pp |
| Employer contribution / active EE | $420 | $3,601-88.3% | $2,322-81.9% | $4,866-91.4% |
| Participant deferral / active EE | $723 | $3,939-81.7% | $2,953-75.5% | $5,352-86.5% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |