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 | $9,031 | $27,915-67.6% | $58,482-84.6% | $75,163-88.0% |
| Participation rate | 11.1% | 38.8%-27.7pp | 50.9%-39.7pp | 67.2%-56.1pp |
| Annual return | 17.52% | 44.20%-26.7pp | 4239.32%-4221.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $165 | $1,201-86.2% | $1,924-91.4% | $4,125-96.0% |
| Admin fee / account holder | $15 | $1,726-99.1% | $2,516-99.4% | $5,651-99.7% |