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 | $22,797 | $99,032-77.0% | $80,019-71.5% | $135,375-83.2% |
| Participation rate | 43.8% | 78.4%-34.6pp | 75.8%-32.1pp | 82.6%-38.9pp |
| Annual return | 5.21% | 15.39%-10.2pp | 11.22%-6.0pp | 519.73%-514.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $731 | $4,282-82.9% | $3,686-80.2% | $5,609-87.0% |
| Admin fee / account holder | $10 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |