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 | $92,878 | $144,119-35.6% | $117,854-21.2% | $147,584-37.1% |
| Participation rate | 30.0% | 83.4%-53.4pp | 79.7%-49.7pp | 82.8%-52.8pp |
| Annual return | 5.80% | 531.15%-525.4pp | 335.08%-329.3pp | 578.55%-572.8pp |
| Employer contribution / active EE | $994 | $4,896-79.7% | $3,786-73.7% | $4,876-79.6% |
| Participant deferral / active EE | $1,219 | $5,316-77.1% | $4,482-72.8% | $5,439-77.6% |
| Admin fee / account holder | $41 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |