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 | $57,982 | $156,846-63.0% | $121,098-52.1% | $139,434-58.4% |
| Participation rate | 7.7% | 76.4%-68.7pp | 69.5%-61.8pp | 80.3%-72.6pp |
| Annual return | 5.01% | 1474.56%-1469.5pp | 985.75%-980.7pp | 372.94%-367.9pp |
| Employer contribution / active EE | $200 | $5,536-96.4% | $4,164-95.2% | $4,751-95.8% |
| Participant deferral / active EE | $250 | $4,844-94.8% | $4,080-93.9% | $6,710-96.3% |
| Admin fee / account holder | $118 | $6,946-98.3% | $5,644-97.9% | $11,403-99.0% |