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.
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 | $4,053 | $29,660-86.3% | $56,411-92.8% | $80,856-95.0% |
| Participation rate | 24.3% | 41.6%-17.3pp | 52.5%-28.1pp | 67.6%-43.3pp |
| Annual return | 9.11% | 35.23%-26.1pp | 1701.33%-1692.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $432 | $1,226-64.7% | $1,952-77.8% | $4,296-89.9% |
| Admin fee / account holder | $220 | $2,428-90.9% | $2,829-92.2% | $6,918-96.8% |