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 | $31,265 | $106,890-70.7% | $84,015-62.8% | $152,861-79.5% |
| Participation rate | 5.3% | 75.2%-70.0pp | 69.0%-63.7pp | 82.4%-77.2pp |
| Annual return | 24.25% | 104.99%-80.7pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2 | $2,734-99.9% | $1,983-99.9% | $4,762-100.0% |
| Participant deferral / active EE | $24 | $4,011-99.4% | $3,239-99.3% | $5,850-99.6% |
| Admin fee / account holder | $298 | $8,285-96.4% | $6,101-95.1% | $11,596-97.4% |