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 5-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 | $120,036 | $81,248+47.7% | $155,509-22.8% | $80,856+48.5% |
| Participation rate | 32.3% | 66.2%-34.0pp | 78.2%-45.9pp | 67.6%-35.4pp |
| Annual return | 19.39% | 33.31%-13.9pp | 64.67%-45.3pp | 35.59%-16.2pp |
| Employer contribution / active EE | $322 | $3,100-89.6% | $4,672-93.1% | $2,755-88.3% |
| Participant deferral / active EE | $394 | $3,452-88.6% | $5,626-93.0% | $4,296-90.8% |
| Admin fee / account holder | $135 | $7,997-98.3% | $15,912-99.2% | $6,918-98.1% |