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 | $49,034 | $37,426+31.0% | $77,482-36.7% | $79,858-38.6% |
| Participation rate | 1.2% | 41.5%-40.3pp | 54.2%-53.0pp | 69.6%-68.5pp |
| Annual return | 23.48% | 39.70%-16.2pp | 54.79%-31.3pp | 31.71%-8.2pp |
| Employer contribution / active EE | $9 | $637-98.6% | $986-99.1% | $2,471-99.6% |
| Participant deferral / active EE | $89 | $1,260-93.0% | $1,861-95.2% | $3,740-97.6% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |