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 9-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 | $61,069 | $51,576+18.4% | $129,207-52.7% | $80,856-24.5% |
| Participation rate | 13.6% | 57.0%-43.4pp | 69.6%-56.1pp | 67.6%-54.1pp |
| Annual return | 11.12% | 20.81%-9.7pp | 9417.33%-9406.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $180 | $2,669-93.3% | $4,168-95.7% | $4,296-95.8% |
| Admin fee / account holder | $100 | $4,305-97.7% | $7,715-98.7% | $6,918-98.6% |