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 | $17,321 | $54,229-68.1% | $70,092-75.3% | $68,494-74.7% |
| Participation rate | 12.7% | 64.5%-51.8pp | 70.5%-57.7pp | 67.9%-55.2pp |
| Annual return | -26.80% | -13.87%-12.9pp | 190.73%-217.5pp | -7.84%-19.0pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $587 | $2,956-80.2% | $3,849-84.8% | $4,027-85.4% |
| Admin fee / account holder | $89 | $4,694-98.1% | $6,267-98.6% | $5,403-98.4% |