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 | $22,326 | $63,346-64.8% | $92,233-75.8% | $70,131-68.2% |
| Participation rate | 11.3% | 68.7%-57.3pp | 76.5%-65.1pp | 69.5%-58.2pp |
| Annual return | 24.70% | 530.12%-505.4pp | 176.28%-151.6pp | 73.14%-48.4pp |
| Employer contribution / active EE | $320 | $2,471-87.0% | $3,679-91.3% | $2,342-86.3% |
| Participant deferral / active EE | $945 | $2,854-66.9% | $3,897-75.8% | $3,332-71.6% |
| Admin fee / account holder | $147 | $3,840-96.2% | $5,194-97.2% | $4,645-96.8% |