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 | $16,761 | $60,124-72.1% | $90,404-81.5% | $79,858-79.0% |
| Participation rate | 21.9% | 65.0%-43.1pp | 72.7%-50.8pp | 69.6%-47.8pp |
| Annual return | 11.23% | 71.94%-60.7pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $346 | $2,938-88.2% | $3,963-91.3% | $3,740-90.7% |
| Admin fee / account holder | $7 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |