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 | $139,989 | $104,974+33.4% | $95,585+46.5% | $142,382-1.7% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.1%-59.6pp | 80.1%-67.6pp |
| Annual return | 35.57% | 210.33%-174.8pp | 38.56%-3.0pp | 217.08%-181.5pp |
| Employer contribution / active EE | $266 | $2,779-90.4% | $2,527-89.5% | $4,299-93.8% |
| Participant deferral / active EE | $266 | $4,352-93.9% | $4,023-93.4% | $6,507-95.9% |
| Admin fee / account holder | $18 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |