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 6-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 | $51,189 | $183,519-72.1% | $155,509-67.1% | $145,922-64.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -12.10% | 61.17%-73.3pp | 64.67%-76.8pp | 561.29%-573.4pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $399 | $6,462-93.8% | $5,626-92.9% | $6,688-94.0% |
| Admin fee / account holder | $8 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |