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 | $13,641 | $90,600-84.9% | $79,464-82.8% | $135,375-89.9% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -61.08% | 977.43%-1038.5pp | 718.14%-779.2pp | 519.73%-580.8pp |
| Employer contribution / active EE | $230 | $3,068-92.5% | $2,800-91.8% | $4,779-95.2% |
| Participant deferral / active EE | $230 | $4,050-94.3% | $3,704-93.8% | $5,609-95.9% |
| Admin fee / account holder | $219 | $5,907-96.3% | $5,113-95.7% | $10,827-98.0% |