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 | $13,780 | $104,486-86.8% | $76,817-82.1% | $152,861-91.0% |
| Participation rate | 20.0% | 76.6%-56.6pp | 72.1%-52.1pp | 82.4%-62.4pp |
| Annual return | 14.03% | 1013.37%-999.3pp | 1166.11%-1152.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $143 | $3,116-95.4% | $2,302-93.8% | $4,762-97.0% |
| Participant deferral / active EE | $178 | $4,236-95.8% | $3,336-94.7% | $5,850-97.0% |
| Admin fee / account holder | $79 | $12,275-99.4% | $6,420-98.8% | $11,596-99.3% |