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 | $110,184 | $102,616+7.4% | $81,983+34.4% | $158,922-30.7% |
| Participation rate | 11.1% | 75.5%-64.4pp | 69.2%-58.1pp | 82.0%-70.8pp |
| Annual return | 36.89% | 61.04%-24.2pp | 41.31%-4.4pp | 302.83%-265.9pp |
| Employer contribution / active EE | $377 | $3,240-88.4% | $2,498-84.9% | $4,761-92.1% |
| Participant deferral / active EE | $472 | $4,648-89.9% | $3,722-87.3% | $5,982-92.1% |
| Admin fee / account holder | $30 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |