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 | $67,717 | $109,982-38.4% | $97,226-30.4% | $145,922-53.6% |
| Participation rate | 14.3% | 75.9%-61.7pp | 72.7%-58.4pp | 80.3%-66.0pp |
| Annual return | 27.36% | 242.90%-215.5pp | 75.13%-47.8pp | 561.29%-533.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $299 | $4,676-93.6% | $4,264-93.0% | $6,688-95.5% |
| Admin fee / account holder | $30 | $6,221-99.5% | $5,654-99.5% | $13,397-99.8% |