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 | $18,637 | $183,519-89.8% | $155,509-88.0% | $145,922-87.2% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 12.18% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,099 | $6,462-83.0% | $5,626-80.5% | $6,688-83.6% |
| Admin fee / account holder | $104 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |