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 | $66,840 | $169,032-60.5% | $129,207-48.3% | $145,922-54.2% |
| Participation rate | 7.7% | 76.4%-68.8pp | 69.6%-61.9pp | 80.3%-72.6pp |
| Annual return | 5.19% | 14330.11%-14324.9pp | 9417.33%-9412.1pp | 561.29%-556.1pp |
| Employer contribution / active EE | $200 | $5,537-96.4% | $4,153-95.2% | $4,660-95.7% |
| Participant deferral / active EE | $250 | $4,987-95.0% | $4,168-94.0% | $6,688-96.3% |
| Admin fee / account holder | $137 | $9,954-98.6% | $7,715-98.2% | $13,397-99.0% |