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 | $15,931 | $96,635-83.5% | $86,612-81.6% | $139,434-88.6% |
| Participation rate | 30.4% | 74.4%-44.0pp | 71.7%-41.3pp | 80.3%-49.9pp |
| Annual return | 18.04% | 106.41%-88.4pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $601 | $4,836-87.6% | $4,438-86.5% | $6,710-91.0% |
| Admin fee / account holder | $117 | $6,408-98.2% | $5,614-97.9% | $11,403-99.0% |