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 | $32,243 | $149,734-78.5% | $118,925-72.9% | $158,922-79.7% |
| Participation rate | 69.2% | 82.1%-12.8pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 12.12% | 19.95%-7.8pp | 35.88%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $110 | $5,223-97.9% | $4,265-97.4% | $5,982-98.2% |
| Admin fee / account holder | $78 | $8,603-99.1% | $6,581-98.8% | $11,246-99.3% |