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 | $32,856 | $144,119-77.2% | $117,854-72.1% | $147,584-77.7% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 16.84% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $248 | $4,896-94.9% | $3,786-93.5% | $4,876-94.9% |
| Participant deferral / active EE | $509 | $5,316-90.4% | $4,482-88.6% | $5,439-90.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |