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 | $7,776 | $48,265-83.9% | $68,791-88.7% | $68,494-88.6% |
| Participation rate | 39.3% | 60.7%-21.4pp | 69.0%-29.7pp | 67.9%-28.6pp |
| Annual return | -20.48% | -12.71%-7.8pp | -6.38%-14.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $421 | $1,829-77.0% | $2,655-84.1% | $2,596-83.8% |
| Participant deferral / active EE | $508 | $2,867-82.3% | $3,941-87.1% | $4,027-87.4% |
| Admin fee / account holder | $225 | $4,355-94.8% | $4,932-95.4% | $5,403-95.8% |