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 | $31,180 | $106,543-70.7% | $91,220-65.8% | $134,475-76.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -36.94% | 160.60%-197.5pp | 114.01%-150.9pp | 417.96%-454.9pp |
| Employer contribution / active EE | $576 | $3,331-82.7% | $2,850-79.8% | $4,740-87.9% |
| Participant deferral / active EE | $690 | $4,719-85.4% | $4,234-83.7% | $6,400-89.2% |
| Admin fee / account holder | $11 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |