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 | $72,099 | $57,281+25.9% | $86,612-16.8% | $75,163-4.1% |
| Participation rate | 10.3% | 63.2%-52.9pp | 71.7%-61.4pp | 67.2%-56.9pp |
| Annual return | 21.48% | 2670.75%-2649.3pp | 591.07%-569.6pp | 160.62%-139.1pp |
| Employer contribution / active EE | $257 | $2,314-88.9% | $3,022-91.5% | $2,670-90.4% |
| Participant deferral / active EE | $711 | $3,318-78.6% | $4,438-84.0% | $4,125-82.8% |
| Admin fee / account holder | $15 | $4,112-99.6% | $5,614-99.7% | $5,651-99.7% |