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 | $31,865 | $107,934-70.5% | $91,989-65.4% | $152,861-79.2% |
| Participation rate | 11.1% | 81.2%-70.1pp | 78.6%-67.5pp | 82.4%-71.3pp |
| Annual return | 21.85% | 89.24%-67.4pp | 69.02%-47.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $278 | $6,364-95.6% | $5,923-95.3% | $5,850-95.3% |
| Admin fee / account holder | $171 | $10,520-98.4% | $7,743-97.8% | $11,596-98.5% |