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 | $37,845 | $49,177-23.0% | $79,464-52.4% | $64,186-41.0% |
| Participation rate | 28.6% | 65.0%-36.5pp | 73.3%-44.8pp | 69.6%-41.0pp |
| Annual return | 46.63% | -1.16%+47.8pp | 718.14%-671.5pp | 7.63%+39.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $635 | $2,821-77.5% | $3,704-82.8% | $3,470-81.7% |
| Admin fee / account holder | $52 | $3,839-98.6% | $5,113-99.0% | $4,888-98.9% |