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 | $49,185 | $57,281-14.1% | $86,612-43.2% | $75,163-34.6% |
| Participation rate | 16.7% | 63.2%-46.5pp | 71.7%-55.0pp | 67.2%-50.5pp |
| Annual return | 16.55% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.1pp |
| Employer contribution / active EE | $224 | $2,314-90.3% | $3,022-92.6% | $2,670-91.6% |
| Participant deferral / active EE | $301 | $3,318-90.9% | $4,438-93.2% | $4,125-92.7% |
| Admin fee / account holder | $139 | $4,112-96.6% | $5,614-97.5% | $5,651-97.5% |