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 | $22,512 | $109,817-79.5% | $98,442-77.1% | $167,490-86.6% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 13.38% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $16 | $3,224-99.5% | $2,960-99.5% | $4,837-99.7% |
| Participant deferral / active EE | $31 | $4,673-99.3% | $4,276-99.3% | $6,341-99.5% |
| Admin fee / account holder | $91 | $6,753-98.7% | $5,949-98.5% | $12,309-99.3% |