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 5-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 | $2,400 | $84,402-97.2% | $61,373-96.1% | $134,475-98.2% |
| Participation rate | 4.2% | 62.2%-58.0pp | 52.6%-48.4pp | 81.2%-77.1pp |
| Annual return | -23.46% | 584.55%-608.0pp | 338.61%-362.1pp | 417.96%-441.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $80 | $2,819-97.2% | $2,125-96.2% | $6,400-98.7% |
| Admin fee / account holder | $6 | $2,585-99.8% | $2,130-99.7% | $11,426-99.9% |