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 9-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 | $15,999 | $97,044-83.5% | $83,333-80.8% | $135,375-88.2% |
| Participation rate | 20.0% | 80.4%-60.4pp | 77.8%-57.8pp | 82.6%-62.6pp |
| Annual return | -12.82% | 12.31%-25.1pp | 10.63%-23.5pp | 519.73%-532.6pp |
| Employer contribution / active EE | $712 | $4,143-82.8% | $3,379-78.9% | $4,779-85.1% |
| Participant deferral / active EE | $1,511 | $5,964-74.7% | $5,565-72.8% | $5,609-73.1% |
| Admin fee / account holder | $99 | $8,380-98.8% | $7,510-98.7% | $10,827-99.1% |