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 | $97,916 | $72,277+35.5% | $101,248-3.3% | $79,858+22.6% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 10.42% | 22.30%-11.9pp | 46.47%-36.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $650 | $2,692-75.8% | $3,660-82.2% | $2,471-73.7% |
| Participant deferral / active EE | $831 | $3,282-74.7% | $4,370-81.0% | $3,740-77.8% |
| Admin fee / account holder | $5 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |