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 | $8,886 | $32,117-72.3% | $71,086-87.5% | $64,186-86.2% |
| Participation rate | 12.8% | 42.7%-29.9pp | 54.7%-41.9pp | 69.6%-56.8pp |
| Annual return | -14.94% | -5.57%-9.4pp | 650.59%-665.5pp | 7.63%-22.6pp |
| Employer contribution / active EE | $562 | $712-21.1% | $1,088-48.4% | $2,381-76.4% |
| Participant deferral / active EE | $271 | $1,263-78.5% | $1,874-85.5% | $3,470-92.2% |
| Admin fee / account holder | $116 | $2,759-95.8% | $3,082-96.2% | $4,888-97.6% |