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 | $119,249 | $102,966+15.8% | $90,281+32.1% | $152,861-22.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 9.13% | 95.16%-86.0pp | 78.10%-69.0pp | 345.32%-336.2pp |
| Employer contribution / active EE | $8,765 | $3,139+179.2% | $2,854+207.1% | $4,762+84.0% |
| Participant deferral / active EE | $607 | $4,281-85.8% | $3,885-84.4% | $5,850-89.6% |
| Admin fee / account holder | $38 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |