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 | $28,755 | $65,409-56.0% | $98,442-70.8% | $85,850-66.5% |
| Participation rate | 11.3% | 65.0%-53.7pp | 73.3%-62.0pp | 69.3%-58.0pp |
| Annual return | 14.02% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $90 | $2,168-95.9% | $2,960-97.0% | $2,565-96.5% |
| Participant deferral / active EE | $530 | $3,166-83.3% | $4,276-87.6% | $3,952-86.6% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |