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 | $20,444 | $76,000-73.1% | $154,107-86.7% | $64,186-68.1% |
| Participation rate | 13.8% | 70.4%-56.6pp | 83.0%-69.2pp | 69.6%-55.8pp |
| Annual return | 11.42% | 30.32%-18.9pp | 735.12%-723.7pp | 7.63%+3.8pp |
| Employer contribution / active EE | $172 | $3,351-94.9% | $5,298-96.8% | $2,381-92.8% |
| Participant deferral / active EE | $223 | $3,175-93.0% | $5,081-95.6% | $3,470-93.6% |
| Admin fee / account holder | $2 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |