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 | $16,017 | $99,020-83.8% | $86,590-81.5% | $147,584-89.1% |
| Participation rate | 27.8% | 76.3%-48.6pp | 73.5%-45.8pp | 82.8%-55.1pp |
| Annual return | 15.21% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $350 | $3,972-91.2% | $3,609-90.3% | $5,439-93.6% |
| Admin fee / account holder | $29 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |