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 9-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 | $61,069 | $51,604+18.3% | $129,295-52.8% | $80,874-24.5% |
| Participation rate | 13.6% | 57.0%-43.4pp | 69.6%-56.1pp | 67.6%-54.1pp |
| Annual return | 11.12% | 20.76%-9.6pp | 9429.28%-9418.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $180 | $2,670-93.3% | $4,169-95.7% | $4,297-95.8% |
| Admin fee / account holder | $100 | $4,310-97.7% | $7,665-98.7% | $6,935-98.6% |