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 | $25,634 | $57,281-55.2% | $86,612-70.4% | $75,163-65.9% |
| Participation rate | 18.8% | 63.2%-44.4pp | 71.7%-52.9pp | 67.2%-48.4pp |
| Annual return | 9.16% | 2670.75%-2661.6pp | 591.07%-581.9pp | 160.62%-151.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $609 | $3,318-81.6% | $4,438-86.3% | $4,125-85.2% |
| Admin fee / account holder | $16 | $4,112-99.6% | $5,614-99.7% | $5,651-99.7% |