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 | $175,652 | $181,894-3.4% | $156,549+12.2% | $273,961-35.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 1.00% | 30.74%-29.7pp | 32.23%-31.2pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,700 | $6,248-72.8% | $5,501-69.1% | $4,869-65.1% |
| Participant deferral / active EE | $1,817 | $5,550-67.3% | $4,871-62.7% | $5,287-65.6% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |