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 8-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 | $75,408 | $189,613-60.2% | $167,512-55.0% | $142,382-47.0% |
| Participation rate | 11.8% | 80.1%-68.4pp | 77.1%-65.3pp | 80.1%-68.4pp |
| Annual return | 14.10% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $234 | $4,349-94.6% | $3,882-94.0% | $4,299-94.6% |
| Participant deferral / active EE | $484 | $6,981-93.1% | $6,405-92.4% | $6,507-92.6% |
| Admin fee / account holder | $60 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |