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 | $33,720 | $86,286-60.9% | $111,297-69.7% | $85,850-60.7% |
| Participation rate | 30.0% | 73.3%-43.3pp | 77.3%-47.3pp | 69.3%-39.3pp |
| Annual return | 22.68% | 19.99%+2.7pp | 54.65%-32.0pp | 318.53%-295.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $329 | $3,641-91.0% | $4,487-92.7% | $3,952-91.7% |
| Admin fee / account holder | $43 | $8,188-99.5% | $7,964-99.5% | $6,260-99.3% |