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.
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 | $8,302 | $29,319-71.7% | $52,425-84.2% | $82,448-89.9% |
| Participation rate | 9.0% | 46.9%-37.9pp | 55.6%-46.7pp | 68.1%-59.1pp |
| Annual return | 9.08% | 535.20%-526.1pp | 302.12%-293.0pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $292 | $1,171-75.1% | $1,790-83.7% | $4,139-92.9% |
| Admin fee / account holder | $86 | $1,962-95.6% | $2,495-96.5% | $7,234-98.8% |