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 | $12,551 | $60,124-79.1% | $90,404-86.1% | $79,858-84.3% |
| Participation rate | 29.2% | 65.0%-35.8pp | 72.7%-43.5pp | 69.6%-40.5pp |
| Annual return | 16.02% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $262 | $2,938-91.1% | $3,963-93.4% | $3,740-93.0% |
| Admin fee / account holder | $105 | $3,976-97.4% | $5,611-98.1% | $5,306-98.0% |