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 | $170,539 | $49,922+241.6% | $80,569+111.7% | $75,163+126.9% |
| Participation rate | 17.9% | 55.3%-37.4pp | 67.0%-49.1pp | 67.2%-49.3pp |
| Annual return | 98.31% | 34.69%+63.6pp | 935.43%-837.1pp | 160.62%-62.3pp |
| Employer contribution / active EE | $240 | $1,698-85.8% | $2,723-91.2% | $2,670-91.0% |
| Participant deferral / active EE | $535 | $2,990-82.1% | $4,447-88.0% | $4,125-87.0% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |