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 | $59,203 | $104,251-43.2% | $91,001-34.9% | $147,584-59.9% |
| Participation rate | 47.6% | 78.2%-30.6pp | 75.6%-28.0pp | 82.8%-35.2pp |
| Annual return | 49.21% | 27.06%+22.1pp | 4.60%+44.6pp | 578.55%-529.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,059 | $4,195-74.8% | $3,547-70.1% | $5,439-80.5% |
| Admin fee / account holder | $161 | $8,948-98.2% | $5,417-97.0% | $10,885-98.5% |