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 6-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 | $19,845 | $59,107-66.4% | $86,436-77.0% | $68,494-71.0% |
| Participation rate | 32.0% | 75.2%-43.2pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | -21.40% | -0.23%-21.2pp | 4394.89%-4416.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $758 | $2,519-69.9% | $3,769-79.9% | $2,596-70.8% |
| Participant deferral / active EE | $1,518 | $5,901-74.3% | $6,952-78.2% | $4,027-62.3% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |