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 | $80,792 | $100,041-19.2% | $149,718-46.0% | $70,131+15.2% |
| Participation rate | 44.0% | 83.6%-39.6pp | 87.1%-43.1pp | 69.5%-25.5pp |
| Annual return | 17.09% | 27.43%-10.3pp | 1501.63%-1484.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $910 | $4,983-81.7% | $6,569-86.2% | $3,332-72.7% |
| Admin fee / account holder | $90 | $8,286-98.9% | $11,283-99.2% | $4,645-98.1% |