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 | $91,506 | $112,881-18.9% | $90,951+0.6% | $158,922-42.4% |
| Participation rate | 22.7% | 74.7%-52.0pp | 69.0%-46.3pp | 82.0%-59.2pp |
| Annual return | 15.74% | 215.79%-200.1pp | 134.60%-118.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $99 | $2,893-96.6% | $2,122-95.3% | $4,761-97.9% |
| Participant deferral / active EE | $425 | $4,128-89.7% | $3,373-87.4% | $5,982-92.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |