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 | $44,688 | $82,630-45.9% | $64,105-30.3% | $125,391-64.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | 1.04% | 1489.72%-1488.7pp | 791.24%-790.2pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $719 | $3,608-80.1% | $2,822-74.5% | $5,352-86.6% |
| Admin fee / account holder | $7 | $6,382-99.9% | $4,499-99.8% | $9,540-99.9% |