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 | $3,278 | $84,402-96.1% | $61,373-94.7% | $134,475-97.6% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | -22.17% | 584.55%-606.7pp | 338.61%-360.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $113 | $1,544-92.7% | $1,159-90.3% | $4,740-97.6% |
| Participant deferral / active EE | $113 | $2,819-96.0% | $2,125-94.7% | $6,400-98.2% |
| Admin fee / account holder | $23 | $2,585-99.1% | $2,130-98.9% | $11,426-99.8% |