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 | $186,720 | $116,175+60.7% | $93,606+99.5% | $152,861+22.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 10.91% | 35.96%-25.1pp | 32.76%-21.8pp | 345.32%-334.4pp |
| Employer contribution / active EE | $509 | $3,218-84.2% | $2,718-81.3% | $4,762-89.3% |
| Participant deferral / active EE | $662 | $4,603-85.6% | $4,069-83.7% | $5,850-88.7% |
| Admin fee / account holder | $201 | $10,748-98.1% | $7,888-97.5% | $11,596-98.3% |