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 | $107,104 | $96,635+10.8% | $86,612+23.7% | $139,434-23.2% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 10.88% | 106.41%-95.5pp | 591.07%-580.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $189 | $4,836-96.1% | $4,438-95.7% | $6,710-97.2% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |