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 | $83,984 | $96,305-12.8% | $80,569+4.2% | $139,434-39.8% |
| Participation rate | 5.3% | 73.6%-68.4pp | 67.0%-61.7pp | 80.3%-75.1pp |
| Annual return | 18.96% | 1350.08%-1331.1pp | 935.43%-916.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $199 | $3,262-93.9% | $2,723-92.7% | $4,751-95.8% |
| Participant deferral / active EE | $285 | $5,232-94.6% | $4,447-93.6% | $6,710-95.8% |
| Admin fee / account holder | $60 | $6,599-99.1% | $5,377-98.9% | $11,403-99.5% |