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 | $101,604 | $105,181-3.4% | $159,436-36.3% | $85,850+18.4% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.8%-60.6pp | 69.3%-47.1pp |
| Annual return | 19.92% | 45.07%-25.2pp | 263.57%-243.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,715 | $5,945-71.1% | $7,352-76.7% | $3,952-56.6% |
| Admin fee / account holder | $95 | $6,933-98.6% | $10,799-99.1% | $6,260-98.5% |