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 10-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 | $16,729 | $67,331-75.2% | $60,874-72.5% | $134,475-87.6% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.1%-38.3pp | 81.2%-46.4pp |
| Annual return | -21.75% | 49.93%-71.7pp | 16.90%-38.6pp | 417.96%-439.7pp |
| Employer contribution / active EE | $788 | $3,096-74.6% | $2,701-70.8% | $4,740-83.4% |
| Participant deferral / active EE | $860 | $4,538-81.1% | $3,817-77.5% | $6,400-86.6% |
| Admin fee / account holder | $199 | $4,582-95.7% | $3,224-93.8% | $11,426-98.3% |