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 | $165,135 | $72,277+128.5% | $101,248+63.1% | $79,858+106.8% |
| Participation rate | 2.7% | 68.5%-65.8pp | 75.8%-73.1pp | 69.6%-66.9pp |
| Annual return | 18.80% | 22.30%-3.5pp | 46.47%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $85 | $2,692-96.8% | $3,660-97.7% | $2,471-96.6% |
| Participant deferral / active EE | $142 | $3,282-95.7% | $4,370-96.8% | $3,740-96.2% |
| Admin fee / account holder | $60 | $4,400-98.6% | $5,945-99.0% | $5,306-98.9% |