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 9-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 | $38,533 | $227,553-83.1% | $189,557-79.7% | $167,490-77.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.4%-78.4pp | 82.1%-82.1pp |
| Annual return | 3.95% | 78.40%-74.4pp | 64.17%-60.2pp | 478.56%-474.6pp |
| Employer contribution / active EE | $20,839 | $5,316+292.0% | $4,412+372.3% | $4,837+330.8% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |