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 3-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 | $248,107 | $148,534+67.0% | $135,903+82.6% | $139,434+77.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 1.32% | 79.19%-77.9pp | 68.23%-66.9pp | 372.94%-371.6pp |
| Employer contribution / active EE | $1,913 | $5,243-63.5% | $4,856-60.6% | $4,751-59.7% |
| Participant deferral / active EE | $2,056 | $8,100-74.6% | $7,758-73.5% | $6,710-69.4% |
| Admin fee / account holder | $61 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |