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 | $45,336 | $70,669-35.8% | $169,368-73.2% | $75,163-39.7% |
| Participation rate | 7.9% | 64.8%-56.9pp | 77.1%-69.3pp | 67.2%-59.3pp |
| Annual return | 15.20% | 36.36%-21.2pp | 405.60%-390.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $105 | $4,311-97.6% | $6,221-98.3% | $4,125-97.5% |
| Admin fee / account holder | $30 | $5,402-99.4% | $9,003-99.7% | $5,651-99.5% |