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 | $20,584 | $110,257-81.3% | $96,544-78.7% | $139,434-85.2% |
| Participation rate | 30.8% | 78.1%-47.3pp | 76.0%-45.2pp | 80.3%-49.5pp |
| Annual return | 18.29% | 26.32%-8.0pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,313 | $5,548-76.3% | $4,851-72.9% | $6,710-80.4% |
| Admin fee / account holder | $250 | $11,591-97.8% | $8,252-97.0% | $11,403-97.8% |