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 9-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 | $142,762 | $78,694+81.4% | $67,652+111.0% | $125,391+13.9% |
| Participation rate | 9.1% | 78.8%-69.7pp | 75.7%-66.6pp | 83.2%-74.1pp |
| Annual return | 0.52% | 9.46%-8.9pp | 6625.04%-6624.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $96 | $3,044-96.8% | $2,266-95.7% | $4,866-98.0% |
| Participant deferral / active EE | $241 | $4,292-94.4% | $3,560-93.2% | $5,352-95.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |