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 | $60,236 | $114,381-47.3% | $107,525-44.0% | $142,382-57.7% |
| Participation rate | 18.8% | 78.1%-59.4pp | 75.1%-56.3pp | 80.1%-61.4pp |
| Annual return | 10.84% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $613 | $5,564-89.0% | $5,116-88.0% | $6,507-90.6% |
| Admin fee / account holder | $87 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |