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 4-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 | $70,099 | $90,397-22.5% | $76,002-7.8% | $145,959-52.0% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 15.52% | 621.97%-606.5pp | 360.07%-344.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $175 | $3,317-94.7% | $2,688-93.5% | $4,661-96.2% |
| Participant deferral / active EE | $219 | $5,163-95.8% | $4,257-94.9% | $6,689-96.7% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |