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 | $52,120 | $48,570+7.3% | $130,648-60.1% | $72,985-28.6% |
| Participation rate | 9.6% | 58.6%-49.0pp | 71.7%-62.1pp | 69.5%-59.9pp |
| Annual return | 22.73% | 38.63%-15.9pp | 1708.96%-1686.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $139 | $2,384-94.2% | $3,603-96.1% | $3,607-96.1% |
| Admin fee / account holder | $10 | $3,549-99.7% | $5,464-99.8% | $5,124-99.8% |