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 | $14,958 | $84,233-82.2% | $170,442-91.2% | $70,131-78.7% |
| Participation rate | 11.5% | 70.8%-59.3pp | 83.6%-72.1pp | 69.5%-58.0pp |
| Annual return | 20.46% | 23.06%-2.6pp | 205.93%-185.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $407 | $3,086-86.8% | $4,939-91.8% | $3,332-87.8% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |