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 | $24,999 | $150,440-83.4% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 17.88% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,269 | $6,630-80.9% | $6,247-79.7% | $5,439-76.7% |
| Admin fee / account holder | $66 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |