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 | $79,339 | $53,127+49.3% | $86,590-8.4% | $70,131+13.1% |
| Participation rate | 14.3% | 65.3%-51.0pp | 73.5%-59.3pp | 69.5%-55.3pp |
| Annual return | 16.67% | 27.66%-11.0pp | 964.84%-948.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $643 | $2,696-76.2% | $3,609-82.2% | $3,332-80.7% |
| Admin fee / account holder | $5 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |