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 | $12,905 | $47,479-72.8% | $62,929-79.5% | $82,448-84.3% |
| Participation rate | 26.7% | 66.9%-40.2pp | 73.1%-46.4pp | 68.1%-41.4pp |
| Annual return | 16.71% | 20.34%-3.6pp | 1063.93%-1047.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $110 | $1,885-94.2% | $2,505-95.6% | $2,551-95.7% |
| Participant deferral / active EE | $603 | $2,870-79.0% | $3,888-84.5% | $4,139-85.4% |
| Admin fee / account holder | $64 | $3,804-98.3% | $5,065-98.7% | $7,234-99.1% |