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 3-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 | $45,871 | $96,305-52.4% | $80,569-43.1% | $139,434-67.1% |
| Participation rate | 18.8% | 73.6%-54.9pp | 67.0%-48.2pp | 80.3%-61.6pp |
| Annual return | 8.37% | 1350.08%-1341.7pp | 935.43%-927.1pp | 372.94%-364.6pp |
| Employer contribution / active EE | $4,647 | $3,262+42.5% | $2,723+70.6% | $4,751-2.2% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |