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 | $23,613 | $85,766-72.5% | $136,294-82.7% | $70,131-66.3% |
| Participation rate | 49.4% | 74.2%-24.7pp | 81.9%-32.5pp | 69.5%-20.1pp |
| Annual return | 16.62% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $426 | $2,966-85.7% | $4,695-90.9% | $2,342-81.8% |
| Participant deferral / active EE | $1,724 | $5,051-65.9% | $6,247-72.4% | $3,332-48.2% |
| Admin fee / account holder | $164 | $5,420-97.0% | $9,243-98.2% | $4,645-96.5% |