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 | $23,728 | $91,190-74.0% | $178,490-86.7% | $79,858-70.3% |
| Participation rate | 2.5% | 69.2%-66.7pp | 81.9%-79.4pp | 69.6%-67.1pp |
| Annual return | 17.89% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $50 | $3,256-98.5% | $5,011-99.0% | $2,471-98.0% |
| Participant deferral / active EE | $233 | $3,236-92.8% | $5,202-95.5% | $3,740-93.8% |
| Admin fee / account holder | $20 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |