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 | $92,996 | $214,378-56.6% | $200,582-53.6% | $142,382-34.7% |
| Participation rate | 64.3% | 87.4%-23.2pp | 86.9%-22.6pp | 80.1%-15.8pp |
| Annual return | 11.52% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,798 | $6,841-73.7% | $6,419-72.0% | $4,299-58.2% |
| Participant deferral / active EE | $2,367 | $9,865-76.0% | $9,331-74.6% | $6,507-63.6% |
| Admin fee / account holder | $19 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |