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 | $136,340 | $117,841+15.7% | $102,423+33.1% | $145,922-6.6% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.6pp |
| Annual return | 23.41% | 31.65%-8.2pp | 29.32%-5.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $14 | $3,615-99.6% | $3,023-99.5% | $4,660-99.7% |
| Participant deferral / active EE | $1,133 | $5,731-80.2% | $5,053-77.6% | $6,688-83.1% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |