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 6-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 | $52,570 | $159,602-67.1% | $150,045-65.0% | $142,382-63.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 11.87% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,772 | $4,961-64.3% | $4,693-62.2% | $4,299-58.8% |
| Participant deferral / active EE | $1,772 | $8,310-78.7% | $7,997-77.8% | $6,507-72.8% |
| Admin fee / account holder | $98 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |