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 | $47,454 | $183,519-74.1% | $155,509-69.5% | $145,922-67.5% |
| Participation rate | 10.5% | 82.7%-72.1pp | 78.2%-67.7pp | 80.3%-69.8pp |
| Annual return | 7.66% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,805 | $6,462-72.1% | $5,626-67.9% | $6,688-73.0% |
| Admin fee / account holder | $112 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |