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 | $37,099 | $117,841-68.5% | $102,423-63.8% | $145,922-74.6% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 11.42% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,745 | $5,731-69.5% | $5,053-65.5% | $6,688-73.9% |
| Admin fee / account holder | $184 | $13,326-98.6% | $9,451-98.1% | $13,397-98.6% |