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 | $25,200 | $57,281-56.0% | $86,612-70.9% | $75,163-66.5% |
| Participation rate | 17.6% | 63.2%-45.6pp | 71.7%-54.0pp | 67.2%-49.5pp |
| Annual return | 16.60% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $140 | $2,314-94.0% | $3,022-95.4% | $2,670-94.8% |
| Participant deferral / active EE | $699 | $3,318-78.9% | $4,438-84.3% | $4,125-83.1% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |