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 | $168,142 | $99,020+69.8% | $86,590+94.2% | $147,584+13.9% |
| Participation rate | 14.3% | 76.3%-62.1pp | 73.5%-59.3pp | 82.8%-68.5pp |
| Annual return | -19.23% | 1312.34%-1331.6pp | 964.84%-984.1pp | 578.55%-597.8pp |
| Employer contribution / active EE | $48 | $3,132-98.5% | $2,839-98.3% | $4,876-99.0% |
| Participant deferral / active EE | $102 | $3,972-97.4% | $3,609-97.2% | $5,439-98.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |