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 | $20,590 | $227,553-91.0% | $189,557-89.1% | $167,490-87.7% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.4%-34.0pp | 82.1%-37.7pp |
| Annual return | 20.31% | 78.40%-58.1pp | 64.17%-43.9pp | 478.56%-458.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $746 | $7,002-89.3% | $6,174-87.9% | $6,341-88.2% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |