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 | $21,407 | $70,669-69.7% | $169,368-87.4% | $75,163-71.5% |
| Participation rate | 25.0% | 64.8%-39.8pp | 77.1%-52.1pp | 67.2%-42.2pp |
| Annual return | 19.19% | 36.36%-17.2pp | 405.60%-386.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $90 | $2,211-95.9% | $4,013-97.8% | $2,670-96.6% |
| Participant deferral / active EE | $987 | $4,311-77.1% | $6,221-84.1% | $4,125-76.1% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |