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 | $68,914+74.3% | $136,749-12.2% | $74,304+61.7% |
| Participation rate | 0.5% | 51.3%-50.8pp | 72.1%-71.6pp | 60.3%-59.8pp |
| Annual return | 16.05% | 16.34%-0.3pp | 24.33%-8.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $8 | $1,561-99.5% | $3,400-99.8% | $2,241-99.7% |
| Participant deferral / active EE | $167 | $2,541-93.4% | $4,692-96.4% | $3,767-95.6% |
| Admin fee / account holder | $0 | $3,149-100.0% | $11,386-100.0% | $2,969-100.0% |