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 | $183,997 | $148,534+23.9% | $135,903+35.4% | $139,434+32.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.24% | 79.19%-67.9pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,844 | $5,243-64.8% | $4,856-62.0% | $4,751-61.2% |
| Participant deferral / active EE | $1,369 | $8,100-83.1% | $7,758-82.3% | $6,710-79.6% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |