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 | $91,116 | $29,660+207.2% | $56,411+61.5% | $80,856+12.7% |
| Participation rate | 7.4% | 41.6%-34.2pp | 52.5%-45.1pp | 67.6%-60.2pp |
| Annual return | 18.89% | 35.23%-16.3pp | 1701.33%-1682.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $48 | $2,428-98.0% | $2,829-98.3% | $6,918-99.3% |