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 | $243,741 | $52,353+365.6% | $120,225+102.7% | $82,448+195.6% |
| Participation rate | 6.8% | 58.3%-51.5pp | 69.6%-62.8pp | 68.1%-61.2pp |
| Annual return | 16.12% | 61.85%-45.7pp | 439.23%-423.1pp | 41.64%-25.5pp |
| Employer contribution / active EE | $155 | $1,510-89.8% | $3,475-95.6% | $2,551-93.9% |
| Participant deferral / active EE | $657 | $2,627-75.0% | $3,999-83.6% | $4,139-84.1% |
| Admin fee / account holder | $40 | $4,363-99.1% | $5,696-99.3% | $7,234-99.4% |