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 7-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 | $59,336 | $112,881-47.4% | $90,951-34.8% | $158,922-62.7% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | -67.14% | 215.79%-282.9pp | 134.60%-201.7pp | 302.83%-370.0pp |
| Employer contribution / active EE | $406 | $2,893-86.0% | $2,122-80.9% | $4,761-91.5% |
| Participant deferral / active EE | $406 | $4,128-90.2% | $3,373-88.0% | $5,982-93.2% |
| Admin fee / account holder | $2 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |