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 | $109,256 | $104,974+4.1% | $95,585+14.3% | $142,382-23.3% |
| Participation rate | 16.7% | 75.0%-58.3pp | 72.1%-55.4pp | 80.1%-63.5pp |
| Annual return | 97.07% | 210.33%-113.3pp | 38.56%+58.5pp | 217.08%-120.0pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $39 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |