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 | $30,923 | $65,703-52.9% | $94,224-67.2% | $59,632-48.1% |
| Participation rate | 36.5% | 72.1%-35.6pp | 78.8%-42.3pp | 68.7%-32.2pp |
| Annual return | 30.28% | 5.22%+25.1pp | 10.68%+19.6pp | 2041.28%-2011.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $528 | $3,143-83.2% | $4,320-87.8% | $3,192-83.5% |
| Admin fee / account holder | $150 | $4,264-96.5% | $6,269-97.6% | $4,297-96.5% |