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 | $41,454 | $73,004-43.2% | $90,749-54.3% | $68,494-39.5% |
| Participation rate | 22.2% | 70.8%-48.6pp | 75.7%-53.5pp | 67.9%-45.7pp |
| Annual return | -23.91% | -13.81%-10.1pp | -12.16%-11.7pp | -7.84%-16.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $674 | $3,627-81.4% | $4,564-85.2% | $4,027-83.3% |
| Admin fee / account holder | $18 | $5,896-99.7% | $8,445-99.8% | $5,403-99.7% |