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 | $26,831 | $56,199-52.3% | $67,652-60.3% | $59,632-55.0% |
| Participation rate | 8.6% | 71.5%-62.9pp | 75.7%-67.1pp | 68.7%-60.1pp |
| Annual return | 375.05% | 18505.31%-18130.3pp | 6625.04%-6250.0pp | 2041.28%-1666.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $343 | $2,844-87.9% | $3,560-90.4% | $3,192-89.3% |
| Admin fee / account holder | $206 | $3,958-94.8% | $4,821-95.7% | $4,297-95.2% |