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 | $18,834 | $54,350-65.3% | $82,719-77.2% | $68,494-72.5% |
| Participation rate | 13.3% | 63.9%-50.6pp | 72.6%-59.2pp | 67.9%-54.6pp |
| Annual return | -21.48% | -13.67%-7.8pp | 701.18%-722.7pp | -7.84%-13.6pp |
| Employer contribution / active EE | $294 | $2,218-86.8% | $3,009-90.2% | $2,596-88.7% |
| Participant deferral / active EE | $835 | $3,246-74.3% | $4,395-81.0% | $4,027-79.3% |
| Admin fee / account holder | $207 | $4,395-95.3% | $5,329-96.1% | $5,403-96.2% |