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 | $114,400 | $70,532+62.2% | $68,948+65.9% | $137,256-16.7% |
| Participation rate | 23.5% | 81.0%-57.4pp | 79.2%-55.6pp | 80.0%-56.4pp |
| Annual return | 12.39% | 32.56%-20.2pp | 28.39%-16.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $594 | $4,355-86.4% | $4,165-85.7% | $4,156-85.7% |
| Participant deferral / active EE | $594 | $6,773-91.2% | $6,186-90.4% | $6,407-90.7% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |