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 | $26,940 | $48,230-44.1% | $67,502-60.1% | $80,856-66.7% |
| Participation rate | 2.9% | 66.4%-63.5pp | 72.9%-70.0pp | 67.6%-64.8pp |
| Annual return | 14.20% | 18.28%-4.1pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $83 | $2,020-95.9% | $2,731-97.0% | $2,755-97.0% |
| Participant deferral / active EE | $220 | $2,924-92.5% | $4,000-94.5% | $4,296-94.9% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |