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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,128 | $157,256-49.0% | $141,162-43.2% | $152,861-47.6% |
| Participation rate | 6.3% | 84.8%-78.6pp | 82.5%-76.2pp | 82.4%-76.2pp |
| Annual return | 21.90% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $195 | $5,261-96.3% | $4,735-95.9% | $4,762-95.9% |
| Participant deferral / active EE | $488 | $7,109-93.1% | $6,709-92.7% | $5,850-91.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |