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 | $16,050 | $34,308-53.2% | $74,701-78.5% | $72,985-78.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 54.5%-54.5pp | 69.5%-69.5pp |
| Annual return | 32.49% | 26.58%+5.9pp | 752.92%-720.4pp | 81.00%-48.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $101 | $1,271-92.0% | $1,964-94.8% | $3,607-97.2% |
| Admin fee / account holder | $61 | $2,124-97.1% | $3,333-98.2% | $5,124-98.8% |