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 | $209,089 | $176,056+18.8% | $159,436+31.1% | $167,490+24.8% |
| Participation rate | 18.8% | 84.9%-66.2pp | 82.8%-64.1pp | 82.1%-63.4pp |
| Annual return | 7.26% | 331.75%-324.5pp | 263.57%-256.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,505 | $5,297-71.6% | $4,829-68.8% | $4,837-68.9% |
| Participant deferral / active EE | $2,189 | $7,750-71.8% | $7,352-70.2% | $6,341-65.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |