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 | $79,156 | $58,512+35.3% | $84,015-5.8% | $72,985+8.5% |
| Participation rate | 16.7% | 61.2%-44.6pp | 69.0%-52.3pp | 69.5%-52.8pp |
| Annual return | 24.04% | 28.93%-4.9pp | 71.31%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $129 | $1,163-88.9% | $1,983-93.5% | $2,440-94.7% |
| Participant deferral / active EE | $308 | $2,394-87.1% | $3,239-90.5% | $3,607-91.5% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |