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 3-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 | $64,559 | $149,040-56.7% | $120,225-46.3% | $137,256-53.0% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | -46.99% | 605.68%-652.7pp | 439.23%-486.2pp | 220.34%-267.3pp |
| Employer contribution / active EE | $126 | $4,350-97.1% | $3,475-96.4% | $4,156-97.0% |
| Participant deferral / active EE | $147 | $4,655-96.8% | $3,999-96.3% | $6,407-97.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |