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 | $36,355 | $77,813-53.3% | $123,544-70.6% | $64,186-43.4% |
| Participation rate | 11.4% | 74.7%-63.3pp | 82.3%-70.9pp | 69.6%-58.2pp |
| Annual return | 260.82% | 12.48%+248.3pp | 119.20%+141.6pp | 7.63%+253.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $904 | $5,240-82.7% | $6,426-85.9% | $3,470-73.9% |
| Admin fee / account holder | $93 | $5,519-98.3% | $9,284-99.0% | $4,888-98.1% |