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 | $34,757 | $83,902-58.6% | $167,512-79.3% | $84,808-59.0% |
| Participation rate | 22.7% | 66.5%-43.7pp | 77.1%-54.3pp | 68.3%-45.6pp |
| Annual return | 20.44% | 91.55%-71.1pp | 1615.79%-1595.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $240 | $2,264-89.4% | $3,882-93.8% | $2,631-90.9% |
| Participant deferral / active EE | $705 | $4,442-84.1% | $6,405-89.0% | $4,212-83.3% |
| Admin fee / account holder | $19 | $7,915-99.8% | $9,769-99.8% | $7,344-99.7% |