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 | $10,925 | $57,281-80.9% | $86,612-87.4% | $75,163-85.5% |
| Participation rate | 32.0% | 63.2%-31.2pp | 71.7%-39.7pp | 67.2%-35.2pp |
| Annual return | 23.81% | 2670.75%-2646.9pp | 591.07%-567.3pp | 160.62%-136.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $508 | $3,318-84.7% | $4,438-88.5% | $4,125-87.7% |
| Admin fee / account holder | $18 | $4,112-99.6% | $5,614-99.7% | $5,651-99.7% |