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 7-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 | $33,788 | $48,230-29.9% | $67,502-49.9% | $80,856-58.2% |
| Participation rate | 5.0% | 66.4%-61.4pp | 72.9%-67.9pp | 67.6%-62.6pp |
| Annual return | 8.01% | 18.28%-10.3pp | 3512.12%-3504.1pp | 35.59%-27.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10 | $2,924-99.7% | $4,000-99.7% | $4,296-99.8% |
| Admin fee / account holder | $191 | $3,681-94.8% | $3,998-95.2% | $6,918-97.2% |