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 | $10,335 | $90,600-88.6% | $79,464-87.0% | $135,375-92.4% |
| Participation rate | 5.3% | 76.0%-70.8pp | 73.3%-68.1pp | 82.6%-77.4pp |
| Annual return | -16.95% | 977.43%-994.4pp | 718.14%-735.1pp | 519.73%-536.7pp |
| Employer contribution / active EE | $168 | $3,068-94.5% | $2,800-94.0% | $4,779-96.5% |
| Participant deferral / active EE | $211 | $4,050-94.8% | $3,704-94.3% | $5,609-96.2% |
| Admin fee / account holder | $27 | $5,907-99.5% | $5,113-99.5% | $10,827-99.8% |