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 | $73,313 | $65,561+11.8% | $86,188-14.9% | $75,163-2.5% |
| Participation rate | 23.5% | 60.5%-37.0pp | 69.0%-45.4pp | 67.2%-43.7pp |
| Annual return | 22.48% | 46.05%-23.6pp | 1168.45%-1146.0pp | 160.62%-138.1pp |
| Employer contribution / active EE | $241 | $1,553-84.5% | $2,380-89.9% | $2,670-91.0% |
| Participant deferral / active EE | $567 | $3,024-81.3% | $3,985-85.8% | $4,125-86.3% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |