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 | $101,751 | $96,635+5.3% | $86,612+17.5% | $139,434-27.0% |
| Participation rate | 11.1% | 74.4%-63.3pp | 71.7%-60.6pp | 80.3%-69.2pp |
| Annual return | 4.69% | 106.41%-101.7pp | 591.07%-586.4pp | 372.94%-368.3pp |
| Employer contribution / active EE | $397 | $3,263-87.8% | $3,022-86.9% | $4,751-91.6% |
| Participant deferral / active EE | $397 | $4,836-91.8% | $4,438-91.1% | $6,710-94.1% |
| Admin fee / account holder | $122 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |