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 | $27,518 | $91,538-69.9% | $129,995-78.8% | $75,163-63.4% |
| Participation rate | 5.3% | 71.4%-66.2pp | 78.5%-73.2pp | 67.2%-61.9pp |
| Annual return | 8.52% | -631.11%+639.6pp | -137.18%+145.7pp | 160.62%-152.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $290 | $4,341-93.3% | $5,820-95.0% | $4,125-93.0% |
| Admin fee / account holder | $48 | $6,790-99.3% | $10,614-99.5% | $5,651-99.2% |