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 | $14,885 | $76,000-80.4% | $154,107-90.3% | $64,186-76.8% |
| Participation rate | 66.3% | 70.4%-4.2pp | 83.0%-16.8pp | 69.6%-3.3pp |
| Annual return | 6.37% | 30.32%-24.0pp | 735.12%-728.8pp | 7.63%-1.3pp |
| Employer contribution / active EE | $248 | $3,351-92.6% | $5,298-95.3% | $2,381-89.6% |
| Participant deferral / active EE | $819 | $3,175-74.2% | $5,081-83.9% | $3,470-76.4% |
| Admin fee / account holder | $173 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |