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 | $63,145 | $144,119-56.2% | $117,854-46.4% | $147,584-57.2% |
| Participation rate | 69.6% | 83.4%-13.9pp | 79.7%-10.1pp | 82.8%-13.3pp |
| Annual return | 7.41% | 531.15%-523.7pp | 335.08%-327.7pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,229 | $4,896-74.9% | $3,786-67.5% | $4,876-74.8% |
| Participant deferral / active EE | $1,491 | $5,316-71.9% | $4,482-66.7% | $5,439-72.6% |
| Admin fee / account holder | $157 | $10,886-98.6% | $8,020-98.0% | $10,885-98.6% |