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 5-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 | $46,719 | $105,181-55.6% | $159,436-70.7% | $85,850-45.6% |
| Participation rate | 13.0% | 75.8%-62.7pp | 82.8%-69.8pp | 69.3%-56.3pp |
| Annual return | 1.18% | 45.07%-43.9pp | 263.57%-262.4pp | 318.53%-317.4pp |
| Employer contribution / active EE | $3,253 | $3,318-2.0% | $4,829-32.6% | $2,565+26.8% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $109 | $6,933-98.4% | $10,799-99.0% | $6,260-98.3% |