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 | $57,727 | $149,040-61.3% | $120,225-52.0% | $137,256-57.9% |
| Participation rate | 16.7% | 75.4%-58.8pp | 69.6%-52.9pp | 80.0%-63.3pp |
| Annual return | 17.28% | 605.68%-588.4pp | 439.23%-421.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $344 | $4,655-92.6% | $3,999-91.4% | $6,407-94.6% |
| Admin fee / account holder | $30 | $6,348-99.5% | $5,696-99.5% | $12,270-99.8% |