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 | $136,726 | $112,881+21.1% | $90,951+50.3% | $158,922-14.0% |
| Participation rate | 7.7% | 74.7%-67.0pp | 69.0%-61.3pp | 82.0%-74.3pp |
| Annual return | 36.03% | 215.79%-179.8pp | 134.60%-98.6pp | 302.83%-266.8pp |
| Employer contribution / active EE | $84 | $2,893-97.1% | $2,122-96.0% | $4,761-98.2% |
| Participant deferral / active EE | $150 | $4,128-96.4% | $3,373-95.6% | $5,982-97.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |