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 9-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 | $36,020 | $92,222-60.9% | $76,768-53.1% | $135,375-73.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -14.12% | 5.46%-19.6pp | 2.43%-16.5pp | 519.73%-533.9pp |
| Employer contribution / active EE | $904 | $3,216-71.9% | $2,485-63.6% | $4,779-81.1% |
| Participant deferral / active EE | $1,130 | $4,509-74.9% | $3,852-70.7% | $5,609-79.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |