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 | $54,085 | $118,680-54.4% | $98,907-45.3% | $158,922-66.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | -6.71% | 372.35%-379.1pp | 196.43%-203.1pp | 302.83%-309.5pp |
| Employer contribution / active EE | $931 | $3,333-72.1% | $2,689-65.4% | $4,761-80.5% |
| Participant deferral / active EE | $1,037 | $5,088-79.6% | $4,244-75.6% | $5,982-82.7% |
| Admin fee / account holder | $175 | $10,131-98.3% | $6,642-97.4% | $11,246-98.4% |