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 | $32,300 | $159,602-79.8% | $150,045-78.5% | $142,382-77.3% |
| Participation rate | 56.3% | 84.0%-27.7pp | 82.3%-26.1pp | 80.1%-23.9pp |
| Annual return | 11.15% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,025 | $4,961-79.3% | $4,693-78.2% | $4,299-76.2% |
| Participant deferral / active EE | $1,440 | $8,310-82.7% | $7,997-82.0% | $6,507-77.9% |
| Admin fee / account holder | $125 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |