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 | $29,334 | $100,773-70.9% | $88,946-67.0% | $142,382-79.4% |
| Participation rate | 68.8% | 74.3%-5.5pp | 68.8%-0.1pp | 80.1%-11.4pp |
| Annual return | -16.58% | 70.18%-86.8pp | 57.82%-74.4pp | 217.08%-233.7pp |
| Employer contribution / active EE | $838 | $2,918-71.3% | $2,555-67.2% | $4,299-80.5% |
| Participant deferral / active EE | $870 | $5,230-83.4% | $4,581-81.0% | $6,507-86.6% |
| Admin fee / account holder | $107 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |