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 | $69,188 | $159,602-56.6% | $150,045-53.9% | $142,382-51.4% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 12.30% | 70.24%-57.9pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,157 | $4,961-76.7% | $4,693-75.3% | $4,299-73.1% |
| Participant deferral / active EE | $1,889 | $8,310-77.3% | $7,997-76.4% | $6,507-71.0% |
| Admin fee / account holder | $291 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |