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 10-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 | $128,993 | $90,600+42.4% | $79,464+62.3% | $135,375-4.7% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | 9.73% | 977.43%-967.7pp | 718.14%-708.4pp | 519.73%-510.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $520 | $4,050-87.2% | $3,704-86.0% | $5,609-90.7% |
| Admin fee / account holder | $155 | $5,907-97.4% | $5,113-97.0% | $10,827-98.6% |