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 | $58,377 | $64,348-9.3% | $90,160-35.3% | $70,131-16.8% |
| Participation rate | 53.1% | 70.4%-17.3pp | 76.9%-23.8pp | 69.5%-16.4pp |
| Annual return | 13.21% | 28.13%-14.9pp | 34.88%-21.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $813 | $2,046-60.3% | $3,318-75.5% | $2,342-65.3% |
| Participant deferral / active EE | $1,755 | $4,389-60.0% | $5,288-66.8% | $3,332-47.3% |
| Admin fee / account holder | $9 | $3,944-99.8% | $5,943-99.8% | $4,645-99.8% |