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 | $54,436 | $40,278+35.2% | $80,569-32.4% | $80,160-32.1% |
| Participation rate | 1.9% | 47.5%-45.7pp | 67.0%-65.1pp | 72.9%-71.1pp |
| Annual return | 19.18% | 50.86%-31.7pp | 935.43%-916.3pp | 40.38%-21.2pp |
| Employer contribution / active EE | $65 | $1,332-95.1% | $2,723-97.6% | $2,978-97.8% |
| Participant deferral / active EE | $105 | $2,696-96.1% | $4,447-97.6% | $5,017-97.9% |
| Admin fee / account holder | $235 | $210+11.8% | $5,377-95.6% | $145+62.2% |