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 | $133,152 | $89,753+48.4% | $107,525+23.8% | $84,808+57.0% |
| Participation rate | 9.1% | 68.1%-59.0pp | 75.1%-66.0pp | 68.3%-59.2pp |
| Annual return | 17.21% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $452 | $3,113-85.5% | $3,754-88.0% | $2,631-82.8% |
| Participant deferral / active EE | $635 | $4,056-84.3% | $5,116-87.6% | $4,212-84.9% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |