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 4-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 | $23,820 | $138,044-82.7% | $125,339-81.0% | $134,475-82.3% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -22.98% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,179 | $5,243-77.5% | $4,814-75.5% | $4,740-75.1% |
| Participant deferral / active EE | $1,421 | $7,799-81.8% | $7,446-80.9% | $6,400-77.8% |
| Admin fee / account holder | $257 | $11,571-97.8% | $10,010-97.4% | $11,426-97.7% |