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 | $21,036 | $58,694-64.2% | $142,863-85.3% | $85,850-75.5% |
| Participation rate | 38.3% | 58.5%-20.2pp | 71.9%-33.7pp | 69.3%-31.0pp |
| Annual return | 16.64% | 27.72%-11.1pp | 5637.54%-5620.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $104 | $1,423-92.7% | $4,144-97.5% | $2,565-95.9% |
| Participant deferral / active EE | $327 | $2,607-87.4% | $3,837-91.5% | $3,952-91.7% |
| Admin fee / account holder | $137 | $4,239-96.8% | $6,560-97.9% | $6,260-97.8% |