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 | $59,960 | $96,305-37.7% | $80,569-25.6% | $139,434-57.0% |
| Participation rate | 6.7% | 73.6%-67.0pp | 67.0%-60.3pp | 80.3%-73.7pp |
| Annual return | 16.61% | 1350.08%-1333.5pp | 935.43%-918.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $93 | $3,262-97.1% | $2,723-96.6% | $4,751-98.0% |
| Participant deferral / active EE | $117 | $5,232-97.8% | $4,447-97.4% | $6,710-98.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |