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 | $42,775 | $105,859-59.6% | $90,160-52.6% | $147,584-71.0% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 24.90% | 37.63%-12.7pp | 34.88%-10.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,113 | $5,733-80.6% | $5,288-78.9% | $5,439-79.5% |
| Admin fee / account holder | $8 | $8,046-99.9% | $5,943-99.9% | $10,885-99.9% |