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 | $33,923 | $138,065-75.4% | $123,544-72.5% | $135,375-74.9% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -12.31% | 153.68%-166.0pp | 119.20%-131.5pp | 519.73%-532.0pp |
| Employer contribution / active EE | $933 | $5,151-81.9% | $4,628-79.8% | $4,779-80.5% |
| Participant deferral / active EE | $2,000 | $6,799-70.6% | $6,426-68.9% | $5,609-64.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |