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 | $19,801 | $76,000-73.9% | $154,107-87.2% | $64,186-69.2% |
| Participation rate | 6.5% | 70.4%-64.0pp | 83.0%-76.6pp | 69.6%-63.1pp |
| Annual return | 2.11% | 30.32%-28.2pp | 735.12%-733.0pp | 7.63%-5.5pp |
| Employer contribution / active EE | $70 | $3,351-97.9% | $5,298-98.7% | $2,381-97.0% |
| Participant deferral / active EE | $103 | $3,175-96.8% | $5,081-98.0% | $3,470-97.0% |
| Admin fee / account holder | $70 | $5,596-98.8% | $13,411-99.5% | $4,888-98.6% |