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 | $48,720 | $93,024-47.6% | $77,024-36.7% | $134,475-63.8% |
| Participation rate | 6.7% | 74.5%-67.8pp | 67.9%-61.2pp | 81.2%-74.6pp |
| Annual return | -18.44% | 62.60%-81.0pp | 42.32%-60.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $88 | $3,418-97.4% | $2,812-96.9% | $4,740-98.1% |
| Participant deferral / active EE | $110 | $5,238-97.9% | $4,426-97.5% | $6,400-98.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |