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 | $21,901 | $50,637-56.7% | $86,590-74.7% | $62,292-64.8% |
| Participation rate | 7.3% | 67.9%-60.6pp | 73.5%-66.3pp | 69.5%-62.2pp |
| Annual return | 16.94% | 20.80%-3.9pp | 964.84%-947.9pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $204 | $2,611-92.2% | $3,609-94.4% | $3,169-93.6% |
| Admin fee / account holder | $233 | $413-43.6% | $4,906-95.2% | $479-51.3% |