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 8-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 | $12,338 | $29,660-58.4% | $56,411-78.1% | $80,856-84.7% |
| Participation rate | 60.7% | 41.6%+19.1pp | 52.5%+8.2pp | 67.6%-6.9pp |
| Annual return | 4.34% | 35.23%-30.9pp | 1701.33%-1697.0pp | 35.59%-31.3pp |
| Employer contribution / active EE | $2,679 | $669+300.2% | $1,039+157.9% | $2,755-2.8% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $72 | $2,428-97.0% | $2,829-97.5% | $6,918-99.0% |