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 | $58,041 | $80,753-28.1% | $136,294-57.4% | $62,292-6.8% |
| Participation rate | 15.8% | 73.5%-57.7pp | 81.9%-66.1pp | 69.5%-53.7pp |
| Annual return | 23.34% | 35.83%-12.5pp | 5155.94%-5132.6pp | 28.90%-5.6pp |
| Employer contribution / active EE | $24 | $2,884-99.2% | $4,695-99.5% | $2,042-98.8% |
| Participant deferral / active EE | $242 | $5,164-95.3% | $6,247-96.1% | $3,169-92.4% |
| Admin fee / account holder | $160 | $525-69.5% | $9,243-98.3% | $479-66.5% |