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 | $116,230 | $64,480+80.3% | $81,382+42.8% | $80,856+43.7% |
| Participation rate | 18.2% | 63.9%-45.7pp | 69.5%-51.3pp | 67.6%-49.5pp |
| Annual return | 8.95% | 16.34%-7.4pp | 24.73%-15.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $917 | $3,094-70.3% | $3,883-76.4% | $4,296-78.6% |
| Admin fee / account holder | $238 | $5,671-95.8% | $5,768-95.9% | $6,918-96.6% |