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 6-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 | $192,275 | $181,894+5.7% | $156,549+22.8% | $273,961-29.8% |
| Participation rate | 7.7% | 88.4%-80.7pp | 84.0%-76.3pp | 83.0%-75.3pp |
| Annual return | -7.85% | 30.74%-38.6pp | 32.23%-40.1pp | 41.45%-49.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,846 | $5,550-66.7% | $4,871-62.1% | $5,287-65.1% |
| Admin fee / account holder | $60 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |