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 | $86,521 | $154,117-43.9% | $129,995-33.4% | $139,434-37.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | -3.32% | 32.48%-35.8pp | -137.18%+133.9pp | 372.94%-376.3pp |
| Employer contribution / active EE | $1,725 | $5,289-67.4% | $4,320-60.1% | $4,751-63.7% |
| Participant deferral / active EE | $1,725 | $6,710-74.3% | $5,820-70.4% | $6,710-74.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |