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 | $18,503 | $42,894-56.9% | $60,874-69.6% | $68,494-73.0% |
| Participation rate | 19.3% | 66.8%-47.5pp | 73.1%-53.8pp | 67.9%-48.6pp |
| Annual return | -23.54% | -13.98%-9.6pp | 16.90%-40.4pp | -7.84%-15.7pp |
| Employer contribution / active EE | $614 | $1,978-68.9% | $2,701-77.3% | $2,596-76.3% |
| Participant deferral / active EE | $784 | $2,867-72.6% | $3,817-79.5% | $4,027-80.5% |
| Admin fee / account holder | $224 | $3,101-92.8% | $3,224-93.0% | $5,403-95.8% |