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 | $94,681 | $201,272-53.0% | $184,203-48.6% | $145,922-35.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 2.67% | 29.00%-26.3pp | 28.81%-26.1pp | 561.29%-558.6pp |
| Employer contribution / active EE | $2,976 | $7,022-57.6% | $6,427-53.7% | $4,660-36.1% |
| Participant deferral / active EE | $2,976 | $9,806-69.6% | $9,131-67.4% | $6,688-55.5% |
| Admin fee / account holder | $66 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |