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 | $104,215 | $78,705+32.4% | $117,854-11.6% | $70,131+48.6% |
| Participation rate | 52.0% | 73.2%-21.2pp | 79.7%-27.7pp | 69.5%-17.5pp |
| Annual return | 17.73% | 23.30%-5.6pp | 335.08%-317.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $353 | $2,223-84.1% | $3,786-90.7% | $2,342-84.9% |
| Participant deferral / active EE | $663 | $3,297-79.9% | $4,482-85.2% | $3,332-80.1% |
| Admin fee / account holder | $202 | $5,065-96.0% | $8,020-97.5% | $4,645-95.6% |