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 | $19,553 | $105,931-81.5% | $81,930-76.1% | $158,922-87.7% |
| Participation rate | 10.0% | 75.6%-65.6pp | 72.0%-62.0pp | 82.0%-72.0pp |
| Annual return | -3.42% | 38.17%-41.6pp | 29.49%-32.9pp | 302.83%-306.2pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $57 | $13,003-99.6% | $7,107-99.2% | $5,982-99.0% |
| Admin fee / account holder | $128 | $8,489-98.5% | $5,158-97.5% | $11,246-98.9% |