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 | $3,855 | $84,402-95.4% | $61,373-93.7% | $134,475-97.1% |
| Participation rate | 31.6% | 62.2%-30.6pp | 52.6%-21.0pp | 81.2%-49.6pp |
| Annual return | -23.98% | 584.55%-608.5pp | 338.61%-362.6pp | 417.96%-441.9pp |
| Employer contribution / active EE | $134 | $1,544-91.3% | $1,159-88.5% | $4,740-97.2% |
| Participant deferral / active EE | $147 | $2,819-94.8% | $2,125-93.1% | $6,400-97.7% |
| Admin fee / account holder | $47 | $2,585-98.2% | $2,130-97.8% | $11,426-99.6% |