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 | $88,985 | $150,440-40.9% | $136,294-34.7% | $147,584-39.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -47.81% | 1049.08%-1096.9pp | 5155.94%-5203.8pp | 578.55%-626.4pp |
| Employer contribution / active EE | $1,070 | $5,256-79.6% | $4,695-77.2% | $4,876-78.1% |
| Participant deferral / active EE | $1,959 | $6,630-70.5% | $6,247-68.6% | $5,439-64.0% |
| Admin fee / account holder | $202 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |