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 | $123,836 | $185,822-33.4% | $169,993-27.2% | $139,434-11.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 2.66% | 60.50%-57.8pp | 53.37%-50.7pp | 372.94%-370.3pp |
| Employer contribution / active EE | $2,582 | $7,590-66.0% | $6,785-62.0% | $4,751-45.7% |
| Participant deferral / active EE | $2,582 | $11,622-77.8% | $10,408-75.2% | $6,710-61.5% |
| Admin fee / account holder | $28 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |