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 | $143,515 | $85,766+67.3% | $136,294+5.3% | $70,131+104.6% |
| Participation rate | 6.3% | 74.2%-67.8pp | 81.9%-75.6pp | 69.5%-63.2pp |
| Annual return | 17.21% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $144 | $2,966-95.2% | $4,695-96.9% | $2,342-93.9% |
| Participant deferral / active EE | $596 | $5,051-88.2% | $6,247-90.5% | $3,332-82.1% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |