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 | $75,610 | $158,398-52.3% | $126,539-40.2% | $142,382-46.9% |
| Participation rate | 9.1% | 75.8%-66.7pp | 69.8%-60.7pp | 80.1%-71.0pp |
| Annual return | 4.03% | 593.76%-589.7pp | 425.95%-421.9pp | 217.08%-213.0pp |
| Employer contribution / active EE | $245 | $4,650-94.7% | $3,674-93.3% | $4,299-94.3% |
| Participant deferral / active EE | $307 | $4,767-93.6% | $4,083-92.5% | $6,507-95.3% |
| Admin fee / account holder | $213 | $6,918-96.9% | $6,065-96.5% | $12,624-98.3% |