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 5-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 | $32,703 | $158,398-79.4% | $126,539-74.2% | $142,382-77.0% |
| Participation rate | 16.7% | 75.8%-59.1pp | 69.8%-53.2pp | 80.1%-63.5pp |
| Annual return | -62.59% | 593.76%-656.3pp | 425.95%-488.5pp | 217.08%-279.7pp |
| Employer contribution / active EE | $105 | $4,650-97.7% | $3,674-97.1% | $4,299-97.6% |
| Participant deferral / active EE | $105 | $4,767-97.8% | $4,083-97.4% | $6,507-98.4% |
| Admin fee / account holder | $117 | $6,918-98.3% | $6,065-98.1% | $12,624-99.1% |