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 | $18,023 | $189,613-90.5% | $167,512-89.2% | $142,382-87.3% |
| Participation rate | 58.3% | 80.1%-21.8pp | 77.1%-18.7pp | 80.1%-21.8pp |
| Annual return | 15.51% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $385 | $4,349-91.2% | $3,882-90.1% | $4,299-91.1% |
| Participant deferral / active EE | $818 | $6,981-88.3% | $6,405-87.2% | $6,507-87.4% |
| Admin fee / account holder | $80 | $10,528-99.2% | $9,769-99.2% | $12,624-99.4% |