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 | $34,700 | $48,570-28.6% | $130,648-73.4% | $72,985-52.5% |
| Participation rate | 20.5% | 58.6%-38.1pp | 71.7%-51.3pp | 69.5%-49.0pp |
| Annual return | 24.31% | 38.63%-14.3pp | 1708.96%-1684.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $178 | $1,334-86.7% | $4,092-95.7% | $2,440-92.7% |
| Participant deferral / active EE | $710 | $2,384-70.2% | $3,603-80.3% | $3,607-80.3% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |