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 4-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 | $14,033 | $72,071-80.5% | $68,368-79.5% | $137,256-89.8% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.0%-67.5pp |
| Annual return | 15.93% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $23 | $2,788-99.2% | $2,649-99.1% | $4,156-99.4% |
| Participant deferral / active EE | $23 | $4,410-99.5% | $4,123-99.4% | $6,407-99.6% |
| Admin fee / account holder | $112 | $5,336-97.9% | $5,150-97.8% | $12,270-99.1% |