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 | $27,426 | $98,750-72.2% | $149,696-81.7% | $79,858-65.7% |
| Participation rate | 46.5% | 75.8%-29.3pp | 82.5%-36.0pp | 69.6%-23.1pp |
| Annual return | 10.77% | 27.43%-16.7pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $686 | $5,680-87.9% | $6,842-90.0% | $3,740-81.6% |
| Admin fee / account holder | $82 | $6,053-98.6% | $9,309-99.1% | $5,306-98.5% |