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 | $47,525 | $52,353-9.2% | $120,225-60.5% | $82,448-42.4% |
| Participation rate | 6.7% | 58.3%-51.6pp | 69.6%-62.9pp | 68.1%-61.4pp |
| Annual return | 10.52% | 61.85%-51.3pp | 439.23%-428.7pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $400 | $2,627-84.8% | $3,999-90.0% | $4,139-90.3% |
| Admin fee / account holder | $25 | $4,363-99.4% | $5,696-99.6% | $7,234-99.7% |