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 8-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 | $29,759 | $111,724-73.4% | $93,606-68.2% | $145,922-79.6% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | -15.84% | 202.98%-218.8pp | 133.20%-149.0pp | 561.29%-577.1pp |
| Employer contribution / active EE | $671 | $3,090-78.3% | $2,420-72.3% | $4,660-85.6% |
| Participant deferral / active EE | $611 | $4,912-87.6% | $4,411-86.1% | $6,688-90.9% |
| Admin fee / account holder | $17 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |