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 7-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 | $78,253 | $80,812-3.2% | $160,784-51.3% | $82,448-5.1% |
| Participation rate | 15.9% | 66.2%-50.3pp | 77.0%-61.0pp | 68.1%-52.2pp |
| Annual return | 11.09% | 100.59%-89.5pp | 1803.92%-1792.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $426 | $2,174-80.4% | $3,733-88.6% | $2,551-83.3% |
| Participant deferral / active EE | $732 | $4,335-83.1% | $6,293-88.4% | $4,139-82.3% |
| Admin fee / account holder | $0 | $7,695-100.0% | $9,717-100.0% | $7,234-100.0% |