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 4-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 | $105,865 | $138,044-23.3% | $125,339-15.5% | $134,475-21.3% |
| Participation rate | 6.3% | 84.5%-78.2pp | 82.4%-76.1pp | 81.2%-75.0pp |
| Annual return | -27.53% | 750.33%-777.9pp | 572.05%-599.6pp | 417.96%-445.5pp |
| Employer contribution / active EE | $3,813 | $5,243-27.3% | $4,814-20.8% | $4,740-19.6% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |