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 | $174,001 | $103,376+68.3% | $87,100+99.8% | $152,861+13.8% |
| Participation rate | 30.0% | 79.3%-49.3pp | 76.9%-46.9pp | 82.4%-52.4pp |
| Annual return | 26.89% | 28.10%-1.2pp | 28.19%-1.3pp | 345.32%-318.4pp |
| Employer contribution / active EE | $216 | $3,220-93.3% | $2,521-91.4% | $4,762-95.5% |
| Participant deferral / active EE | $1,465 | $4,778-69.3% | $4,049-63.8% | $5,850-75.0% |
| Admin fee / account holder | $125 | $12,205-99.0% | $7,497-98.3% | $11,596-98.9% |