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 | $28,467 | $63,346-55.1% | $92,233-69.1% | $70,131-59.4% |
| Participation rate | 16.4% | 68.7%-52.3pp | 76.5%-60.1pp | 69.5%-53.1pp |
| Annual return | 21.43% | 530.12%-508.7pp | 176.28%-154.9pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $989 | $2,854-65.3% | $3,897-74.6% | $3,332-70.3% |
| Admin fee / account holder | $50 | $3,840-98.7% | $5,194-99.0% | $4,645-98.9% |