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 | $25,403 | $56,357-54.9% | $104,294-75.6% | $68,494-62.9% |
| Participation rate | 34.9% | 63.3%-28.3pp | 73.3%-38.3pp | 67.9%-33.0pp |
| Annual return | -21.56% | -9.19%-12.4pp | 24.61%-46.2pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $881 | $3,077-71.4% | $4,625-81.0% | $4,027-78.1% |
| Admin fee / account holder | $31 | $4,903-99.4% | $7,339-99.6% | $5,403-99.4% |