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 | $78,195 | $60,892+28.4% | $82,389-5.1% | $84,808-7.8% |
| Participation rate | 36.4% | 63.3%-26.9pp | 69.5%-33.2pp | 68.3%-31.9pp |
| Annual return | 19.82% | 37.29%-17.5pp | 28.67%-8.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $149 | $1,779-91.6% | $2,517-94.1% | $2,631-94.3% |
| Participant deferral / active EE | $1,000 | $3,179-68.5% | $4,155-75.9% | $4,212-76.3% |
| Admin fee / account holder | $246 | $5,467-95.5% | $7,231-96.6% | $7,344-96.7% |