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 | $122,467 | $162,781-24.8% | $133,956-8.6% | $158,922-22.9% |
| Participation rate | 36.4% | 83.2%-46.9pp | 79.8%-43.5pp | 82.0%-45.6pp |
| Annual return | -8.61% | 41.94%-50.6pp | 45.09%-53.7pp | 302.83%-311.4pp |
| Employer contribution / active EE | $950 | $4,975-80.9% | $3,919-75.8% | $4,761-80.0% |
| Participant deferral / active EE | $1,228 | $5,911-79.2% | $5,048-75.7% | $5,982-79.5% |
| Admin fee / account holder | $81 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |