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 | $153,178 | $154,228-0.7% | $145,433+5.3% | $137,256+11.6% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 4.11% | 74.59%-70.5pp | 66.58%-62.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $865 | $4,804-82.0% | $4,554-81.0% | $4,156-79.2% |
| Participant deferral / active EE | $2,163 | $8,216-73.7% | $7,897-72.6% | $6,407-66.2% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |