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 | $59,927 | $162,781-63.2% | $133,956-55.3% | $158,922-62.3% |
| Participation rate | 69.6% | 83.2%-13.7pp | 79.8%-10.3pp | 82.0%-12.4pp |
| Annual return | 16.18% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,001 | $5,911-83.1% | $5,048-80.2% | $5,982-83.3% |
| Admin fee / account holder | $63 | $11,736-99.5% | $8,927-99.3% | $11,246-99.4% |