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 | $27,148 | $95,193-71.5% | $76,523-64.5% | $135,375-79.9% |
| Participation rate | 7.7% | 74.4%-66.7pp | 68.0%-60.3pp | 82.6%-74.9pp |
| Annual return | -10.73% | 4.85%-15.6pp | -0.27%-10.5pp | 519.73%-530.5pp |
| Employer contribution / active EE | $240 | $3,302-92.7% | $2,647-90.9% | $4,779-95.0% |
| Participant deferral / active EE | $300 | $4,639-93.5% | $3,835-92.2% | $5,609-94.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |