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 | $53,516-11.2% | $126,539-62.4% | $84,808-44.0% |
| Participation rate | 6.7% | 58.2%-51.6pp | 69.8%-63.2pp | 68.3%-61.6pp |
| Annual return | 10.52% | 58.34%-47.8pp | 425.95%-415.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $400 | $2,671-85.0% | $4,083-90.2% | $4,212-90.5% |
| Admin fee / account holder | $25 | $4,497-99.4% | $6,065-99.6% | $7,344-99.7% |