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 | $144,908 | $110,257+31.4% | $96,544+50.1% | $139,434+3.9% |
| Participation rate | 20.0% | 78.1%-58.1pp | 76.0%-56.0pp | 80.3%-60.3pp |
| Annual return | 9.51% | 26.32%-16.8pp | 25.84%-16.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $921 | $3,620-74.6% | $2,965-68.9% | $4,751-80.6% |
| Participant deferral / active EE | $921 | $5,548-83.4% | $4,851-81.0% | $6,710-86.3% |
| Admin fee / account holder | $50 | $11,591-99.6% | $8,252-99.4% | $11,403-99.6% |