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 | $24,158 | $85,766-71.8% | $136,294-82.3% | $70,131-65.6% |
| Participation rate | 45.0% | 74.2%-29.2pp | 81.9%-36.9pp | 69.5%-24.5pp |
| Annual return | 24.58% | 31.45%-6.9pp | 5155.94%-5131.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $455 | $2,966-84.6% | $4,695-90.3% | $2,342-80.6% |
| Participant deferral / active EE | $1,380 | $5,051-72.7% | $6,247-77.9% | $3,332-58.6% |
| Admin fee / account holder | $286 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |