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.
Employer 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 | $29,980 | $100,852-70.3% | $90,404-66.8% | $158,922-81.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -50.12% | 1724.20%-1774.3pp | 1293.02%-1343.1pp | 302.83%-352.9pp |
| Employer contribution / active EE | $134 | $3,689-96.4% | $3,262-95.9% | $4,761-97.2% |
| Participant deferral / active EE | $1,055 | $4,348-75.7% | $3,963-73.4% | $5,982-82.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |