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 3-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 | $0 | $30,400-100.0% | $53,898-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 55.0%-55.0pp | 68.3%-68.3pp |
| Annual return | -130.69% | 500.19%-630.9pp | 528.60%-659.3pp | 40.90%-171.6pp |
| Employer contribution / active EE | $103 | $603-82.9% | $932-89.0% | $2,631-96.1% |
| Participant deferral / active EE | $251 | $1,199-79.1% | $1,826-86.3% | $4,212-94.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |