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 | $76,892 | $114,381-32.8% | $107,525-28.5% | $142,382-46.0% |
| Participation rate | 41.7% | 78.1%-36.5pp | 75.1%-33.4pp | 80.1%-38.5pp |
| Annual return | 9.58% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,019 | $4,015-74.6% | $3,754-72.8% | $4,299-76.3% |
| Participant deferral / active EE | $1,481 | $5,564-73.4% | $5,116-71.1% | $6,507-77.2% |
| Admin fee / account holder | $114 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |