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 | $28,929 | $117,841-75.5% | $102,423-71.8% | $145,922-80.2% |
| Participation rate | 23.5% | 78.6%-55.1pp | 76.5%-53.0pp | 80.3%-56.7pp |
| Annual return | 9.10% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $329 | $5,731-94.3% | $5,053-93.5% | $6,688-95.1% |
| Admin fee / account holder | $58 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |