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 | $155,506 | $95,453+62.9% | $112,040+38.8% | $82,448+88.6% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.5%-51.5pp | 68.1%-43.1pp |
| Annual return | 12.04% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,281 | $2,318-44.7% | $2,954-56.6% | $2,551-49.8% |
| Participant deferral / active EE | $1,546 | $4,224-63.4% | $5,098-69.7% | $4,139-62.7% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |