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 | $51,804 | $65,561-21.0% | $86,188-39.9% | $75,163-31.1% |
| Participation rate | 27.6% | 60.5%-32.9pp | 69.0%-41.4pp | 67.2%-39.6pp |
| Annual return | 17.36% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $134 | $1,553-91.4% | $2,380-94.4% | $2,670-95.0% |
| Participant deferral / active EE | $779 | $3,024-74.2% | $3,985-80.4% | $4,125-81.1% |
| Admin fee / account holder | $239 | $5,474-95.6% | $6,852-96.5% | $5,651-95.8% |