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 | $95,929 | $81,632+17.5% | $70,449+36.2% | $158,922-39.6% |
| Participation rate | 5.9% | 77.7%-71.8pp | 75.1%-69.2pp | 82.0%-76.1pp |
| Annual return | 22.29% | 208.40%-186.1pp | 109.03%-86.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $59 | $3,217-98.2% | $2,737-97.8% | $4,761-98.8% |
| Participant deferral / active EE | $59 | $4,554-98.7% | $3,709-98.4% | $5,982-99.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |