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 | $45,863 | $148,534-69.1% | $135,903-66.3% | $139,434-67.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 10.93% | 79.19%-68.3pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,062 | $5,243-60.7% | $4,856-57.5% | $4,751-56.6% |
| Participant deferral / active EE | $1,260 | $8,100-84.4% | $7,758-83.8% | $6,710-81.2% |
| Admin fee / account holder | $251 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |