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 | $51,605 | $157,256-67.2% | $141,162-63.4% | $152,861-66.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 24.49% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $726 | $7,109-89.8% | $6,709-89.2% | $5,850-87.6% |
| Admin fee / account holder | $34 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |