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 | $104,348 | $78,422+33.1% | $95,952+8.8% | $79,858+30.7% |
| Participation rate | 35.5% | 73.5%-38.0pp | 77.1%-41.6pp | 69.6%-34.1pp |
| Annual return | 67.23% | 19.37%+47.9pp | 91.61%-24.4pp | 31.71%+35.5pp |
| Employer contribution / active EE | $126 | $1,945-93.5% | $2,541-95.0% | $2,471-94.9% |
| Participant deferral / active EE | $270 | $3,440-92.2% | $4,167-93.5% | $3,740-92.8% |
| Admin fee / account holder | $155 | $5,622-97.2% | $6,795-97.7% | $5,306-97.1% |