Filed October 3, 2022
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 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,758-100.0% | $169,993-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.0%-87.0pp | 67.2%-67.2pp |
| Annual return | -56.30% | 27.20%-83.5pp | 53.37%-109.7pp | 160.62%-216.9pp |
| Employer contribution / active EE | $1,981 | $4,615-57.1% | $6,785-70.8% | $2,670-25.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |