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 | $184,785 | $87,540+111.1% | $75,781+143.8% | $125,391+47.4% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.91% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $457 | $3,930-88.4% | $3,323-86.2% | $4,866-90.6% |
| Participant deferral / active EE | $571 | $4,229-86.5% | $3,651-84.4% | $5,352-89.3% |
| Admin fee / account holder | $4 | $6,502-99.9% | $5,299-99.9% | $9,540-100.0% |