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 | $17,693 | $85,202-79.2% | $172,739-89.8% | $72,985-75.8% |
| Participation rate | 25.7% | 70.1%-44.3pp | 82.6%-56.9pp | 69.5%-43.8pp |
| Annual return | 21.50% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $346 | $3,324-89.6% | $5,143-93.3% | $2,440-85.8% |
| Participant deferral / active EE | $484 | $3,260-85.1% | $5,198-90.7% | $3,607-86.6% |
| Admin fee / account holder | $171 | $5,884-97.1% | $13,954-98.8% | $5,124-96.7% |