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 | $19,143 | $82,664-76.8% | $125,339-84.7% | $68,494-72.1% |
| Participation rate | 28.6% | 75.0%-46.5pp | 82.4%-53.8pp | 67.9%-39.3pp |
| Annual return | -20.58% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $925 | $3,381-72.6% | $4,814-80.8% | $2,596-64.4% |
| Participant deferral / active EE | $1,739 | $6,110-71.5% | $7,446-76.6% | $4,027-56.8% |
| Admin fee / account holder | $23 | $6,275-99.6% | $10,010-99.8% | $5,403-99.6% |