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 | $15,632 | $96,484-83.8% | $75,886-79.4% | $152,861-89.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.4%-49.1pp |
| Annual return | 23.87% | 33.98%-10.1pp | 30.76%-6.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $206 | $3,309-93.8% | $2,500-91.8% | $4,762-95.7% |
| Participant deferral / active EE | $440 | $4,553-90.3% | $3,603-87.8% | $5,850-92.5% |
| Admin fee / account holder | $19 | $8,078-99.8% | $5,418-99.7% | $11,596-99.8% |