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 | $38,103 | $99,877-61.8% | $84,966-55.2% | $145,922-73.9% |
| Participation rate | 35.0% | 74.1%-39.1pp | 67.5%-32.5pp | 80.3%-45.3pp |
| Annual return | 13.92% | 83.76%-69.8pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $720 | $5,291-86.4% | $4,519-84.1% | $6,688-89.2% |
| Admin fee / account holder | $224 | $7,248-96.9% | $6,149-96.4% | $13,397-98.3% |