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 | $28,657 | $85,766-66.6% | $136,294-79.0% | $70,131-59.1% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 11.57% | 31.45%-19.9pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,205 | $2,966-59.4% | $4,695-74.3% | $2,342-48.6% |
| Participant deferral / active EE | $1,815 | $5,051-64.1% | $6,247-70.9% | $3,332-45.5% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |