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 | $82,089 | $57,541+42.7% | $95,745-14.3% | $75,163+9.2% |
| Participation rate | 16.7% | 62.5%-45.8pp | 72.3%-55.6pp | 67.2%-50.5pp |
| Annual return | 19.75% | 34.93%-15.2pp | 28.35%-8.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $195 | $3,074-93.7% | $4,245-95.4% | $4,125-95.3% |
| Admin fee / account holder | $272 | $4,099-93.4% | $5,678-95.2% | $5,651-95.2% |