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 | $34,079 | $32,117+6.1% | $71,086-52.1% | $64,186-46.9% |
| Participation rate | 3.6% | 42.7%-39.1pp | 54.7%-51.1pp | 69.6%-66.0pp |
| Annual return | -11.10% | -5.57%-5.5pp | 650.59%-661.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $187 | $1,263-85.2% | $1,874-90.0% | $3,470-94.6% |
| Admin fee / account holder | $168 | $2,759-93.9% | $3,082-94.5% | $4,888-96.6% |