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 4-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 | $232,072 | $93,024+149.5% | $77,024+201.3% | $134,475+72.6% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | 5.01% | 62.60%-57.6pp | 42.32%-37.3pp | 417.96%-413.0pp |
| Employer contribution / active EE | $312 | $3,418-90.9% | $2,812-88.9% | $4,740-93.4% |
| Participant deferral / active EE | $390 | $5,238-92.6% | $4,426-91.2% | $6,400-93.9% |
| Admin fee / account holder | $134 | $6,944-98.1% | $5,425-97.5% | $11,426-98.8% |