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 | $19,772 | $60,124-67.1% | $90,404-78.1% | $79,858-75.2% |
| Participation rate | 22.6% | 65.0%-42.4pp | 72.7%-50.1pp | 69.6%-47.1pp |
| Annual return | 12.32% | 71.94%-59.6pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $190 | $2,068-90.8% | $3,262-94.2% | $2,471-92.3% |
| Participant deferral / active EE | $288 | $2,938-90.2% | $3,963-92.7% | $3,740-92.3% |
| Admin fee / account holder | $8 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |