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 | $18,248 | $53,018-65.6% | $70,014-73.9% | $62,891-71.0% |
| Participation rate | 4.3% | 67.2%-62.9pp | 71.8%-67.5pp | 69.3%-65.0pp |
| Annual return | 23.22% | 13.35%+9.9pp | 12.99%+10.2pp | 20.14%+3.1pp |
| Employer contribution / active EE | $161 | $1,799-91.0% | $2,338-93.1% | $2,281-92.9% |
| Participant deferral / active EE | $362 | $2,395-84.9% | $2,931-87.6% | $3,203-88.7% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,380-100.0% | $4,296-100.0% |