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 | $55,223 | $30,400+81.7% | $53,898+2.5% | $84,808-34.9% |
| Participation rate | 14.3% | 46.4%-32.2pp | 55.0%-40.7pp | 68.3%-54.0pp |
| Annual return | 14.84% | 500.19%-485.3pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $38 | $603-93.7% | $932-95.9% | $2,631-98.6% |
| Participant deferral / active EE | $28 | $1,199-97.7% | $1,826-98.5% | $4,212-99.3% |
| Admin fee / account holder | $30 | $1,993-98.5% | $2,491-98.8% | $7,344-99.6% |