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.
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 | $28,829 | $29,660-2.8% | $56,411-48.9% | $80,856-64.3% |
| Participation rate | 2.5% | 41.6%-39.1pp | 52.5%-50.0pp | 67.6%-65.1pp |
| Annual return | 0.71% | 35.23%-34.5pp | 1701.33%-1700.6pp | 35.59%-34.9pp |
| Employer contribution / active EE | $90 | $669-86.6% | $1,039-91.3% | $2,755-96.7% |
| Participant deferral / active EE | $188 | $1,226-84.7% | $1,952-90.4% | $4,296-95.6% |
| Admin fee / account holder | $153 | $2,428-93.7% | $2,829-94.6% | $6,918-97.8% |