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 | $19,444 | $85,202-77.2% | $172,739-88.7% | $72,985-73.4% |
| Participation rate | 16.4% | 70.1%-53.7pp | 82.6%-66.3pp | 69.5%-53.1pp |
| Annual return | 25.02% | 27.32%-2.3pp | 802.84%-777.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $319 | $3,324-90.4% | $5,143-93.8% | $2,440-86.9% |
| Participant deferral / active EE | $696 | $3,260-78.7% | $5,198-86.6% | $3,607-80.7% |
| Admin fee / account holder | $35 | $5,884-99.4% | $13,954-99.7% | $5,124-99.3% |