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 | $58,892 | $112,096-47.5% | $95,952-38.6% | $158,922-62.9% |
| Participation rate | 47.1% | 79.0%-31.9pp | 77.1%-30.0pp | 82.0%-34.9pp |
| Annual return | 5.67% | 171.09%-165.4pp | 91.61%-85.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $645 | $3,198-79.8% | $2,541-74.6% | $4,761-86.5% |
| Participant deferral / active EE | $897 | $4,784-81.3% | $4,167-78.5% | $5,982-85.0% |
| Admin fee / account holder | $266 | $10,130-97.4% | $6,795-96.1% | $11,246-97.6% |