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 4-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 | $179,955 | $73,933+143.4% | $96,683+86.1% | $75,163+139.4% |
| Participation rate | 12.9% | 66.4%-53.5pp | 74.3%-61.4pp | 67.2%-54.3pp |
| Annual return | 14.59% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $369 | $2,928-87.4% | $3,737-90.1% | $2,670-86.2% |
| Participant deferral / active EE | $626 | $3,659-82.9% | $4,878-87.2% | $4,125-84.8% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |