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 | $19,863 | $32,117-38.2% | $71,086-72.1% | $64,186-69.1% |
| Participation rate | 34.5% | 42.7%-8.2pp | 54.7%-20.2pp | 69.6%-35.1pp |
| Annual return | -14.30% | -5.57%-8.7pp | 650.59%-664.9pp | 7.63%-21.9pp |
| Employer contribution / active EE | $114 | $712-84.0% | $1,088-89.5% | $2,381-95.2% |
| Participant deferral / active EE | $168 | $1,263-86.7% | $1,874-91.0% | $3,470-95.2% |
| Admin fee / account holder | $47 | $2,759-98.3% | $3,082-98.5% | $4,888-99.0% |