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 8-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 | $40,908 | $98,750-58.6% | $149,696-72.7% | $79,858-48.8% |
| Participation rate | 18.5% | 75.8%-57.3pp | 82.5%-64.0pp | 69.6%-51.1pp |
| Annual return | 0.17% | 27.43%-27.3pp | 276.60%-276.4pp | 31.71%-31.5pp |
| Employer contribution / active EE | $2,962 | $3,216-7.9% | $4,644-36.2% | $2,471+19.9% |
| Participant deferral / active EE | $1,227 | $5,680-78.4% | $6,842-82.1% | $3,740-67.2% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |