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 | $31,648 | $63,861-50.4% | $104,607-69.7% | $79,858-60.4% |
| Participation rate | 13.5% | 64.9%-51.4pp | 74.1%-60.6pp | 69.6%-56.1pp |
| Annual return | 23.65% | 21.30%+2.3pp | 340.46%-316.8pp | 31.71%-8.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $332 | $2,693-87.7% | $3,740-91.1% | $3,740-91.1% |
| Admin fee / account holder | $10 | $4,185-99.8% | $6,473-99.8% | $5,306-99.8% |