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 | $63,132 | $106,584-40.8% | $101,326-37.7% | $142,382-55.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 81.5%-38.6pp | 80.1%-37.3pp |
| Annual return | 8.33% | 36.93%-28.6pp | 36.82%-28.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,201 | $3,956-69.6% | $3,665-67.2% | $4,299-72.1% |
| Participant deferral / active EE | $1,698 | $8,297-79.5% | $7,994-78.8% | $6,507-73.9% |
| Admin fee / account holder | $5 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |