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 | $23,717 | $85,766-72.3% | $136,294-82.6% | $70,131-66.2% |
| Participation rate | 35.8% | 74.2%-38.3pp | 81.9%-46.1pp | 69.5%-33.7pp |
| Annual return | 22.18% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,010 | $5,051-60.2% | $6,247-67.8% | $3,332-39.7% |
| Admin fee / account holder | $38 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |