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 | $30,150 | $78,694-61.7% | $67,652-55.4% | $125,391-76.0% |
| Participation rate | 27.8% | 78.8%-51.0pp | 75.7%-47.9pp | 83.2%-55.4pp |
| Annual return | 1.71% | 9.46%-7.7pp | 6625.04%-6623.3pp | 282.22%-280.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $353 | $4,292-91.8% | $3,560-90.1% | $5,352-93.4% |
| Admin fee / account holder | -$15 | $7,403-100.2% | $4,821-100.3% | $9,540-100.2% |