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 5-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 | $31,429 | $59,107-46.8% | $86,436-63.6% | $68,494-54.1% |
| Participation rate | 31.4% | 75.2%-43.8pp | 80.3%-48.9pp | 67.9%-36.5pp |
| Annual return | -21.29% | -0.23%-21.1pp | 4394.89%-4416.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $751 | $2,519-70.2% | $3,769-80.1% | $2,596-71.1% |
| Participant deferral / active EE | $1,384 | $5,901-76.6% | $6,952-80.1% | $4,027-65.6% |
| Admin fee / account holder | $242 | $5,637-95.7% | $6,731-96.4% | $5,403-95.5% |