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 7-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 | $92,140 | $180,028-48.8% | $138,135-33.3% | $158,922-42.0% |
| Participation rate | 16.7% | 82.2%-65.6pp | 78.7%-62.0pp | 82.0%-65.3pp |
| Annual return | 18.11% | 21.68%-3.6pp | 20.51%-2.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $598 | $7,470-92.0% | $5,587-89.3% | $4,761-87.4% |
| Participant deferral / active EE | $881 | $7,717-88.6% | $6,431-86.3% | $5,982-85.3% |
| Admin fee / account holder | $20 | $17,912-99.9% | $11,856-99.8% | $11,246-99.8% |