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 6-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 | $92,264 | $57,281+61.1% | $86,612+6.5% | $75,163+22.8% |
| Participation rate | 12.9% | 63.2%-50.3pp | 71.7%-58.8pp | 67.2%-54.3pp |
| Annual return | 78.30% | 2670.75%-2592.5pp | 591.07%-512.8pp | 160.62%-82.3pp |
| Employer contribution / active EE | $187 | $2,314-91.9% | $3,022-93.8% | $2,670-93.0% |
| Participant deferral / active EE | $257 | $3,318-92.3% | $4,438-94.2% | $4,125-93.8% |
| Admin fee / account holder | $167 | $4,112-95.9% | $5,614-97.0% | $5,651-97.0% |