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.
Employer 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 | $1,717 | $30,400-94.4% | $53,898-96.8% | $84,808-98.0% |
| Participation rate | 52.1% | 46.4%+5.6pp | 55.0%-2.9pp | 68.3%-16.2pp |
| Annual return | 11.28% | 500.19%-488.9pp | 528.60%-517.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $464 | $1,199-61.3% | $1,826-74.6% | $4,212-89.0% |
| Admin fee / account holder | $143 | $1,993-92.8% | $2,491-94.3% | $7,344-98.1% |