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 | $14,066 | $57,281-75.4% | $86,612-83.8% | $75,163-81.3% |
| Participation rate | 17.6% | 63.2%-45.6pp | 71.7%-54.0pp | 67.2%-49.5pp |
| Annual return | 21.74% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $564 | $3,318-83.0% | $4,438-87.3% | $4,125-86.3% |
| Admin fee / account holder | $38 | $4,112-99.1% | $5,614-99.3% | $5,651-99.3% |