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 | $20,330 | $49,025-58.5% | $87,507-76.8% | $62,891-67.7% |
| Participation rate | 4.1% | 64.9%-60.8pp | 73.8%-69.7pp | 69.3%-65.2pp |
| Annual return | 6.11% | 10.02%-3.9pp | 12.21%-6.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $133 | $2,289-94.2% | $3,149-95.8% | $3,203-95.9% |
| Admin fee / account holder | $12 | $4,065-99.7% | $4,221-99.7% | $4,296-99.7% |