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 7-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 | $98,332 | $165,335-40.5% | $149,696-34.3% | $158,922-38.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -48.13% | 348.15%-396.3pp | 276.60%-324.7pp | 302.83%-351.0pp |
| Employer contribution / active EE | $2,417 | $5,103-52.6% | $4,644-48.0% | $4,761-49.2% |
| Participant deferral / active EE | $1,990 | $7,181-72.3% | $6,842-70.9% | $5,982-66.7% |
| Admin fee / account holder | $35 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |