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 | $23,020 | $99,640-76.9% | $86,436-73.4% | $134,475-82.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.58% | 6782.58%-6808.2pp | 4394.89%-4420.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,329 | $4,400-69.8% | $3,769-64.7% | $4,740-72.0% |
| Participant deferral / active EE | $2,177 | $7,246-70.0% | $6,952-68.7% | $6,400-66.0% |
| Admin fee / account holder | $241 | $8,371-97.1% | $6,731-96.4% | $11,426-97.9% |