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 | $37,265 | $56,199-33.7% | $67,652-44.9% | $59,632-37.5% |
| Participation rate | 32.3% | 71.5%-39.2pp | 75.7%-43.4pp | 68.7%-36.4pp |
| Annual return | -2.94% | 18505.31%-18508.3pp | 6625.04%-6628.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $829 | $2,844-70.8% | $3,560-76.7% | $3,192-74.0% |
| Admin fee / account holder | $199 | $3,958-95.0% | $4,821-95.9% | $4,297-95.4% |