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 | $27,888 | $84,695-67.1% | $73,843-62.2% | $125,391-77.8% |
| Participation rate | 38.9% | 76.8%-37.9pp | 73.4%-34.6pp | 83.2%-44.3pp |
| Annual return | 0.80% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $367 | $3,992-90.8% | $3,583-89.8% | $5,352-93.1% |
| Admin fee / account holder | $119 | $5,691-97.9% | $4,880-97.6% | $9,540-98.8% |