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 4-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 | $120,120 | $64,890+85.1% | $134,172-10.5% | $67,986+76.7% |
| Participation rate | 0.5% | 48.5%-48.0pp | 72.5%-71.9pp | 57.2%-56.7pp |
| Annual return | 16.05% | 16.12%-0.1pp | 25.30%-9.2pp | 31.67%-15.6pp |
| Employer contribution / active EE | $8 | $1,360-99.4% | $3,420-99.8% | $2,019-99.6% |
| Participant deferral / active EE | $167 | $2,289-92.7% | $4,690-96.4% | $3,358-95.0% |
| Admin fee / account holder | $0 | $3,140-100.0% | $12,016-100.0% | $3,203-100.0% |