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 | $8,374 | $47,479-82.4% | $62,929-86.7% | $82,448-89.8% |
| Participation rate | 13.3% | 66.9%-53.5pp | 73.1%-59.8pp | 68.1%-54.7pp |
| Annual return | 17.71% | 20.34%-2.6pp | 1063.93%-1046.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $85 | $1,885-95.5% | $2,505-96.6% | $2,551-96.7% |
| Participant deferral / active EE | $352 | $2,870-87.7% | $3,888-90.9% | $4,139-91.5% |
| Admin fee / account holder | $194 | $3,804-94.9% | $5,065-96.2% | $7,234-97.3% |