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 | $28,344 | $150,440-81.2% | $136,294-79.2% | $147,584-80.8% |
| Participation rate | 26.1% | 84.4%-58.3pp | 81.9%-55.8pp | 82.8%-56.7pp |
| Annual return | 25.18% | 1049.08%-1023.9pp | 5155.94%-5130.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $465 | $5,256-91.2% | $4,695-90.1% | $4,876-90.5% |
| Participant deferral / active EE | $1,065 | $6,630-83.9% | $6,247-83.0% | $5,439-80.4% |
| Admin fee / account holder | $189 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |