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 | $12,148 | $90,600-86.6% | $79,464-84.7% | $135,375-91.0% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -42.69% | 977.43%-1020.1pp | 718.14%-760.8pp | 519.73%-562.4pp |
| Employer contribution / active EE | $456 | $3,068-85.1% | $2,800-83.7% | $4,779-90.5% |
| Participant deferral / active EE | $488 | $4,050-87.9% | $3,704-86.8% | $5,609-91.3% |
| Admin fee / account holder | $259 | $5,907-95.6% | $5,113-94.9% | $10,827-97.6% |