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 | $103,099 | $131,829-21.8% | $108,579-5.0% | $273,961-62.4% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | -10.30% | -91.57%+81.3pp | -51.70%+41.4pp | 41.45%-51.8pp |
| Employer contribution / active EE | $979 | $4,912-80.1% | $3,758-73.9% | $4,869-79.9% |
| Participant deferral / active EE | $979 | $5,127-80.9% | $4,311-77.3% | $5,287-81.5% |
| Admin fee / account holder | $1 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |