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 | $32,893 | $56,629-41.9% | $77,999-57.8% | $55,167-40.4% |
| Participation rate | 25.8% | 73.3%-47.5pp | 75.5%-49.7pp | 69.0%-43.2pp |
| Annual return | 8.26% | 2866.98%-2858.7pp | 425.96%-417.7pp | 169.23%-161.0pp |
| Employer contribution / active EE | $163 | $1,723-90.5% | $2,470-93.4% | $1,963-91.7% |
| Participant deferral / active EE | $1,176 | $2,777-57.7% | $3,497-66.4% | $3,054-61.5% |
| Admin fee / account holder | $10 | $467-97.8% | $5,480-99.8% | $504-98.0% |