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 | $106,408 | $91,190+16.7% | $178,490-40.4% | $79,858+33.2% |
| Participation rate | 7.9% | 69.2%-61.3pp | 81.9%-74.0pp | 69.6%-61.7pp |
| Annual return | 15.95% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $246 | $3,256-92.4% | $5,011-95.1% | $2,471-90.1% |
| Participant deferral / active EE | $574 | $3,236-82.3% | $5,202-89.0% | $3,740-84.6% |
| Admin fee / account holder | $135 | $6,751-98.0% | $13,984-99.0% | $5,306-97.5% |