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 4-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 | $2,448 | $29,660-91.7% | $56,411-95.7% | $80,856-97.0% |
| Participation rate | 19.7% | 41.6%-21.9pp | 52.5%-32.7pp | 67.6%-47.9pp |
| Annual return | 9.43% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $324 | $1,226-73.6% | $1,952-83.4% | $4,296-92.5% |
| Admin fee / account holder | $212 | $2,428-91.3% | $2,829-92.5% | $6,918-96.9% |