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 6-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 | $15,339 | $190,805-92.0% | $159,960-90.4% | $134,475-88.6% |
| Participation rate | 26.1% | 81.9%-55.8pp | 78.0%-51.9pp | 81.2%-55.1pp |
| Annual return | -21.37% | 552.23%-573.6pp | 408.60%-430.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $701 | $4,995-86.0% | $4,226-83.4% | $4,740-85.2% |
| Participant deferral / active EE | $863 | $6,923-87.5% | $6,182-86.0% | $6,400-86.5% |
| Admin fee / account holder | $108 | $10,471-99.0% | $8,698-98.8% | $11,426-99.1% |