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 | $196,494 | $121,625+61.6% | $104,607+87.8% | $158,922+23.6% |
| Participation rate | 15.4% | 77.5%-62.1pp | 74.1%-58.7pp | 82.0%-66.6pp |
| Annual return | 0.03% | 465.26%-465.2pp | 340.46%-340.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $185 | $3,163-94.1% | $2,681-93.1% | $4,761-96.1% |
| Participant deferral / active EE | $324 | $4,177-92.2% | $3,740-91.3% | $5,982-94.6% |
| Admin fee / account holder | $25 | $7,787-99.7% | $6,473-99.6% | $11,246-99.8% |