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 | $27,886 | $226,064-87.7% | $182,532-84.7% | $152,861-81.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 20.26% | 192.51%-172.2pp | 148.54%-128.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $781 | $6,368-87.7% | $5,524-85.9% | $5,850-86.6% |
| Admin fee / account holder | $280 | $10,703-97.4% | $8,592-96.7% | $11,596-97.6% |