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 | $127,685 | $175,202-27.1% | $149,673-14.7% | $139,434-8.4% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 9.00% | 166.71%-157.7pp | 134.42%-125.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,546 | $5,474-71.8% | $4,818-67.9% | $4,751-67.5% |
| Participant deferral / active EE | $1,484 | $6,519-77.2% | $5,680-73.9% | $6,710-77.9% |
| Admin fee / account holder | $211 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |