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 | $0 | $181,894-100.0% | $156,549-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 1.44% | 30.74%-29.3pp | 32.23%-30.8pp | 41.45%-40.0pp |
| Employer contribution / active EE | $21,496 | $6,248+244.1% | $5,501+290.8% | $4,869+341.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |