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 | $20,610 | $114,047-81.9% | $96,139-78.6% | $167,490-87.7% |
| Participation rate | 35.7% | 75.1%-39.3pp | 68.4%-32.7pp | 82.1%-46.4pp |
| Annual return | 17.05% | 189.88%-172.8pp | 191.94%-174.9pp | 478.56%-461.5pp |
| Employer contribution / active EE | $113 | $3,427-96.7% | $2,797-95.9% | $4,837-97.7% |
| Participant deferral / active EE | $517 | $5,194-90.0% | $4,349-88.1% | $6,341-91.9% |
| Admin fee / account holder | $29 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |