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 | $223,171 | $73,004+205.7% | $90,749+145.9% | $68,494+225.8% |
| Participation rate | 5.4% | 70.8%-65.4pp | 75.7%-70.3pp | 67.9%-62.5pp |
| Annual return | -15.21% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $288 | $2,193-86.9% | $2,921-90.1% | $2,596-88.9% |
| Participant deferral / active EE | $800 | $3,627-77.9% | $4,564-82.5% | $4,027-80.1% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |