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 | $25,896 | $64,324-59.7% | $118,925-78.2% | $79,858-67.6% |
| Participation rate | 38.9% | 64.9%-26.0pp | 75.4%-36.5pp | 69.6%-30.7pp |
| Annual return | -8.58% | 86.45%-95.0pp | 35.88%-44.5pp | 31.71%-40.3pp |
| Employer contribution / active EE | $591 | $1,836-67.8% | $3,263-81.9% | $2,471-76.1% |
| Participant deferral / active EE | $834 | $2,824-70.5% | $4,265-80.4% | $3,740-77.7% |
| Admin fee / account holder | $205 | $4,040-94.9% | $6,581-96.9% | $5,306-96.1% |