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 | $23,752 | $99,877-76.2% | $84,966-72.0% | $145,922-83.7% |
| Participation rate | 38.1% | 74.1%-36.0pp | 67.5%-29.4pp | 80.3%-42.2pp |
| Annual return | 11.72% | 83.76%-72.0pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $210 | $3,231-93.5% | $2,727-92.3% | $4,660-95.5% |
| Participant deferral / active EE | $853 | $5,291-83.9% | $4,519-81.1% | $6,688-87.3% |
| Admin fee / account holder | $144 | $7,248-98.0% | $6,149-97.7% | $13,397-98.9% |