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 | $43,418 | $109,327-60.3% | $89,391-51.4% | $158,922-72.7% |
| Participation rate | 7.1% | 74.3%-67.1pp | 68.0%-60.8pp | 82.0%-74.8pp |
| Annual return | 17.17% | 345.68%-328.5pp | 245.62%-228.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $57 | $3,170-98.2% | $2,586-97.8% | $4,761-98.8% |
| Participant deferral / active EE | $71 | $4,598-98.4% | $3,890-98.2% | $5,982-98.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |