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 | $30,092 | $103,376-70.9% | $87,100-65.5% | $152,861-80.3% |
| Participation rate | 28.6% | 79.3%-50.8pp | 76.9%-48.3pp | 82.4%-53.9pp |
| Annual return | 14.35% | 28.10%-13.7pp | 28.19%-13.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $254 | $4,778-94.7% | $4,049-93.7% | $5,850-95.7% |
| Admin fee / account holder | $192 | $12,205-98.4% | $7,497-97.4% | $11,596-98.3% |