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 | $181,643 | $192,717-5.7% | $142,449+27.5% | $139,434+30.3% |
| Participation rate | 53.3% | 81.5%-28.1pp | 76.8%-23.4pp | 80.3%-27.0pp |
| Annual return | 9.39% | 17.99%-8.6pp | 19.99%-10.6pp | 372.94%-363.6pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,018 | $7,208-85.9% | $6,283-83.8% | $6,710-84.8% |
| Admin fee / account holder | $8 | $15,124-99.9% | $10,011-99.9% | $11,403-99.9% |