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 | $61,071 | $80,968-24.6% | $96,544-36.7% | $75,163-18.7% |
| Participation rate | 16.2% | 71.8%-55.6pp | 76.0%-59.7pp | 67.2%-51.0pp |
| Annual return | 22.65% | 27.06%-4.4pp | 25.84%-3.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,386 | $3,928-64.7% | $4,851-71.4% | $4,125-66.4% |
| Admin fee / account holder | $72 | $6,724-98.9% | $8,252-99.1% | $5,651-98.7% |