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 | $16,546 | $77,634-78.7% | $156,549-89.4% | $62,891-73.7% |
| Participation rate | 20.7% | 71.2%-50.5pp | 84.0%-63.3pp | 69.3%-48.6pp |
| Annual return | 5.26% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $205 | $3,444-94.0% | $5,501-96.3% | $2,281-91.0% |
| Participant deferral / active EE | $696 | $3,045-77.2% | $4,871-85.7% | $3,203-78.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |