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 | $167,189 | $87,705+90.6% | $63,517+163.2% | $125,391+33.3% |
| Participation rate | 15.4% | 77.0%-61.6pp | 71.0%-55.6pp | 83.2%-67.8pp |
| Annual return | 49.46% | 21.70%+27.8pp | -70.30%+119.8pp | 282.22%-232.8pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $49 | $11,948-99.6% | $5,892-99.2% | $9,540-99.5% |