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 | $50,711 | $82,032-38.2% | $123,104-58.8% | $59,632-15.0% |
| Participation rate | 45.2% | 83.2%-38.0pp | 86.8%-41.6pp | 68.7%-23.5pp |
| Annual return | -0.86% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $383 | $3,297-88.4% | $5,151-92.6% | $2,203-82.6% |
| Participant deferral / active EE | $1,540 | $4,667-67.0% | $6,230-75.3% | $3,192-51.7% |
| Admin fee / account holder | $6 | $5,881-99.9% | $9,015-99.9% | $4,297-99.9% |