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 | $34,546 | $138,065-75.0% | $123,544-72.0% | $135,375-74.5% |
| Participation rate | 31.6% | 84.7%-53.2pp | 82.3%-50.7pp | 82.6%-51.1pp |
| Annual return | -15.07% | 153.68%-168.8pp | 119.20%-134.3pp | 519.73%-534.8pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $940 | $6,799-86.2% | $6,426-85.4% | $5,609-83.2% |
| Admin fee / account holder | $181 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |