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 | $158,398-59.2% | $126,539-49.0% | $142,382-54.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | -46.99% | 593.76%-640.7pp | 425.95%-472.9pp | 217.08%-264.1pp |
| Employer contribution / active EE | $126 | $4,650-97.3% | $3,674-96.6% | $4,299-97.1% |
| Participant deferral / active EE | $147 | $4,767-96.9% | $4,083-96.4% | $6,507-97.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |