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.
Employer 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 | $8,714 | $27,915-68.8% | $58,482-85.1% | $75,163-88.4% |
| Participation rate | 7.7% | 38.8%-31.1pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 13.93% | 44.20%-30.3pp | 4239.32%-4225.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $281 | $1,201-76.6% | $1,924-85.4% | $4,125-93.2% |
| Admin fee / account holder | $285 | $1,726-83.5% | $2,516-88.7% | $5,651-94.9% |