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.
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 | $2,852 | $27,915-89.8% | $58,482-95.1% | $75,163-96.2% |
| Participation rate | 5.0% | 38.8%-33.8pp | 50.9%-45.9pp | 67.2%-62.2pp |
| Annual return | 0.85% | 44.20%-43.3pp | 4239.32%-4238.5pp | 160.62%-159.8pp |
| Employer contribution / active EE | $90 | $669-86.6% | $1,053-91.5% | $2,670-96.6% |
| Participant deferral / active EE | $137 | $1,201-88.6% | $1,924-92.9% | $4,125-96.7% |
| Admin fee / account holder | $43 | $1,726-97.5% | $2,516-98.3% | $5,651-99.2% |