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 | $42,144 | $65,409-35.6% | $98,442-57.2% | $85,850-50.9% |
| Participation rate | 8.3% | 65.0%-56.7pp | 73.3%-65.0pp | 69.3%-61.0pp |
| Annual return | 88.28% | 21.76%+66.5pp | 1492.73%-1404.4pp | 318.53%-230.3pp |
| Employer contribution / active EE | $99 | $2,168-95.4% | $2,960-96.6% | $2,565-96.1% |
| Participant deferral / active EE | $102 | $3,166-96.8% | $4,276-97.6% | $3,952-97.4% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |