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 | $205,575 | $117,859+74.4% | $102,438+100.7% | $145,959+40.8% |
| Participation rate | 38.5% | 78.6%-40.1pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 17.76% | 31.72%-14.0pp | 29.37%-11.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $317 | $3,615-91.2% | $3,024-89.5% | $4,661-93.2% |
| Participant deferral / active EE | $695 | $5,732-87.9% | $5,054-86.2% | $6,689-89.6% |
| Admin fee / account holder | $241 | $13,318-98.2% | $9,448-97.4% | $13,398-98.2% |