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 | $31,211 | $113,339-72.5% | $94,993-67.1% | $147,584-78.9% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | -23.42% | 20.77%-44.2pp | 27.12%-50.5pp | 578.55%-602.0pp |
| Employer contribution / active EE | $354 | $3,160-88.8% | $2,603-86.4% | $4,876-92.7% |
| Participant deferral / active EE | $389 | $3,777-89.7% | $3,317-88.3% | $5,439-92.9% |
| Admin fee / account holder | $27 | $6,063-99.6% | $4,960-99.5% | $10,885-99.8% |