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 | $45,032 | $49,177-8.4% | $79,464-43.3% | $64,186-29.8% |
| Participation rate | 3.8% | 65.0%-61.2pp | 73.3%-69.5pp | 69.6%-65.7pp |
| Annual return | -14.53% | -1.16%-13.4pp | 718.14%-732.7pp | 7.63%-22.2pp |
| Employer contribution / active EE | $234 | $2,076-88.7% | $2,800-91.7% | $2,381-90.2% |
| Participant deferral / active EE | $584 | $2,821-79.3% | $3,704-84.2% | $3,470-83.2% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |