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 | $46,012 | $102,317-55.0% | $146,958-68.7% | $80,856-43.1% |
| Participation rate | 24.2% | 75.8%-51.6pp | 82.2%-58.0pp | 67.6%-43.4pp |
| Annual return | 15.45% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $126 | $3,713-96.6% | $4,933-97.4% | $2,755-95.4% |
| Participant deferral / active EE | $632 | $6,644-90.5% | $8,070-92.2% | $4,296-85.3% |
| Admin fee / account holder | $113 | $7,941-98.6% | $12,998-99.1% | $6,918-98.4% |