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 | $86,670 | $65,561+32.2% | $86,188+0.6% | $75,163+15.3% |
| Participation rate | 23.9% | 60.5%-36.6pp | 69.0%-45.0pp | 67.2%-43.3pp |
| Annual return | 12.90% | 46.05%-33.2pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $19 | $1,553-98.8% | $2,380-99.2% | $2,670-99.3% |
| Participant deferral / active EE | $1,152 | $3,024-61.9% | $3,985-71.1% | $4,125-72.1% |
| Admin fee / account holder | $235 | $5,474-95.7% | $6,852-96.6% | $5,651-95.8% |