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 | $26,613 | $60,124-55.7% | $90,404-70.6% | $79,858-66.7% |
| Participation rate | 9.8% | 65.0%-55.1pp | 72.7%-62.8pp | 69.6%-59.8pp |
| Annual return | 20.26% | 71.94%-51.7pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $77 | $2,068-96.3% | $3,262-97.6% | $2,471-96.9% |
| Participant deferral / active EE | $413 | $2,938-85.9% | $3,963-89.6% | $3,740-89.0% |
| Admin fee / account holder | $89 | $3,976-97.8% | $5,611-98.4% | $5,306-98.3% |