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 | $69,717 | $81,460-14.4% | $103,333-32.5% | $80,856-13.8% |
| Participation rate | 14.3% | 66.8%-52.6pp | 74.5%-60.2pp | 67.6%-53.4pp |
| Annual return | 9.41% | 25.55%-16.1pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $173 | $3,869-95.5% | $5,057-96.6% | $4,296-96.0% |
| Admin fee / account holder | $269 | $6,566-95.9% | $8,355-96.8% | $6,918-96.1% |