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 | $64,346 | $107,334-40.1% | $92,893-30.7% | $152,861-57.9% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 123.93% | 145.58%-21.7pp | 109.41%+14.5pp | 345.32%-221.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $966 | $4,845-80.1% | $4,236-77.2% | $5,850-83.5% |
| Admin fee / account holder | $68 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |