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 10-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 | $103,600 | $70,756+46.4% | $65,493+58.2% | $142,382-27.2% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 3.71% | 1754.89%-1751.2pp | 982.45%-978.7pp | 217.08%-213.4pp |
| Employer contribution / active EE | $797 | $2,881-72.3% | $2,574-69.0% | $4,299-81.5% |
| Participant deferral / active EE | $797 | $4,637-82.8% | $3,961-79.9% | $6,507-87.8% |
| Admin fee / account holder | $30 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |