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 | $52,804 | $180,449-70.7% | $154,107-65.7% | $135,375-61.0% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -11.07% | 888.09%-899.2pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,311 | $6,035-78.3% | $5,298-75.3% | $4,779-72.6% |
| Participant deferral / active EE | $1,510 | $5,806-74.0% | $5,081-70.3% | $5,609-73.1% |
| Admin fee / account holder | $4 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |