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 | $196,104 | $117,983+66.2% | $101,794+92.6% | $142,382+37.7% |
| Participation rate | 9.1% | 74.2%-65.1pp | 69.2%-60.1pp | 80.1%-71.0pp |
| Annual return | -57.93% | 36.92%-94.8pp | 30.53%-88.5pp | 217.08%-275.0pp |
| Employer contribution / active EE | $1,855 | $2,773-33.1% | $2,289-19.0% | $4,299-56.9% |
| Participant deferral / active EE | $177 | $4,714-96.2% | $4,084-95.7% | $6,507-97.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |