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 | $29,702 | $158,398-81.2% | $126,539-76.5% | $142,382-79.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 42.95% | 593.76%-550.8pp | 425.95%-383.0pp | 217.08%-174.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $75 | $4,767-98.4% | $4,083-98.2% | $6,507-98.8% |
| Admin fee / account holder | $63 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |