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 6-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 | $155,321 | $117,983+31.6% | $101,794+52.6% | $142,382+9.1% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.2%-52.5pp | 80.1%-63.5pp |
| Annual return | 32.31% | 36.92%-4.6pp | 30.53%+1.8pp | 217.08%-184.8pp |
| Employer contribution / active EE | $445 | $2,773-84.0% | $2,289-80.6% | $4,299-89.7% |
| Participant deferral / active EE | $890 | $4,714-81.1% | $4,084-78.2% | $6,507-86.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |