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 10-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 | $20,258 | $29,660-31.7% | $56,411-64.1% | $80,856-74.9% |
| Participation rate | 11.5% | 41.6%-30.1pp | 52.5%-40.9pp | 67.6%-56.1pp |
| Annual return | 9.65% | 35.23%-25.6pp | 1701.33%-1691.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $22 | $1,226-98.2% | $1,952-98.9% | $4,296-99.5% |
| Admin fee / account holder | $275 | $2,428-88.7% | $2,829-90.3% | $6,918-96.0% |