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 | $210,490 | $81,460+158.4% | $103,333+103.7% | $80,856+160.3% |
| Participation rate | 9.3% | 66.8%-57.5pp | 74.5%-65.2pp | 67.6%-58.3pp |
| Annual return | 12.63% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $270 | $3,105-91.3% | $3,868-93.0% | $2,755-90.2% |
| Participant deferral / active EE | $456 | $3,869-88.2% | $5,057-91.0% | $4,296-89.4% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |