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 | $29,017 | $48,570-40.3% | $130,648-77.8% | $72,985-60.2% |
| Participation rate | 21.6% | 58.6%-37.0pp | 71.7%-50.1pp | 69.5%-47.9pp |
| Annual return | 24.01% | 38.63%-14.6pp | 1708.96%-1685.0pp | 81.00%-57.0pp |
| Employer contribution / active EE | $89 | $1,334-93.3% | $4,092-97.8% | $2,440-96.3% |
| Participant deferral / active EE | $605 | $2,384-74.6% | $3,603-83.2% | $3,607-83.2% |
| Admin fee / account holder | $274 | $3,549-92.3% | $5,464-95.0% | $5,124-94.7% |