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 | $21,847 | $95,193-77.1% | $76,523-71.5% | $135,375-83.9% |
| Participation rate | 41.7% | 74.4%-32.7pp | 68.0%-26.3pp | 82.6%-41.0pp |
| Annual return | -11.76% | 4.85%-16.6pp | -0.27%-11.5pp | 519.73%-531.5pp |
| Employer contribution / active EE | $209 | $3,302-93.7% | $2,647-92.1% | $4,779-95.6% |
| Participant deferral / active EE | $457 | $4,639-90.2% | $3,835-88.1% | $5,609-91.9% |
| Admin fee / account holder | $5 | $6,249-99.9% | $4,848-99.9% | $10,827-100.0% |