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 9-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 | $170,869 | $157,256+8.7% | $141,162+21.0% | $152,861+11.8% |
| Participation rate | 23.1% | 84.8%-61.7pp | 82.5%-59.4pp | 82.4%-59.4pp |
| Annual return | 22.03% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $517 | $5,261-90.2% | $4,735-89.1% | $4,762-89.1% |
| Participant deferral / active EE | $517 | $7,109-92.7% | $6,709-92.3% | $5,850-91.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |