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 | $36,736 | $48,570-24.4% | $130,648-71.9% | $72,985-49.7% |
| Participation rate | 23.1% | 58.6%-35.5pp | 71.7%-48.7pp | 69.5%-46.4pp |
| Annual return | 2.88% | 38.63%-35.7pp | 1708.96%-1706.1pp | 81.00%-78.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $688 | $2,384-71.1% | $3,603-80.9% | $3,607-80.9% |
| Admin fee / account holder | $194 | $3,549-94.5% | $5,464-96.4% | $5,124-96.2% |