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 9-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 | $51,779 | $64,707-20.0% | $112,228-53.9% | $68,494-24.4% |
| Participation rate | 48.4% | 67.2%-18.8pp | 75.1%-26.7pp | 67.9%-19.5pp |
| Annual return | -25.79% | -11.40%-14.4pp | 27.45%-53.2pp | -7.84%-17.9pp |
| Employer contribution / active EE | $1,083 | $2,746-60.6% | $3,635-70.2% | $2,596-58.3% |
| Participant deferral / active EE | $1,317 | $3,565-63.1% | $4,728-72.2% | $4,027-67.3% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |