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 10-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.
See 1 actuary disclosure. $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 | $0 | $34,827-100.0% | $2,066,441-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | -3.27% | 8.77%-12.0pp | 10.57%-13.8pp | 259.13%-262.4pp |
| Employer contribution / active EE | $22,227 | $30,532-27.2% | $18,335+21.2% | $41,469-46.4% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,546-100.0% |