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 | $20,762 | $202,432-89.7% | $169,368-87.7% | $139,434-85.1% |
| Participation rate | 11.8% | 81.1%-69.3pp | 77.1%-65.4pp | 80.3%-68.6pp |
| Annual return | 19.53% | 531.74%-512.2pp | 405.60%-386.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $26 | $6,938-99.6% | $6,221-99.6% | $6,710-99.6% |
| Admin fee / account holder | $105 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |