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 | $51,168 | $95,416-46.4% | $185,823-72.5% | $85,850-40.4% |
| Participation rate | 14.5% | 68.8%-54.3pp | 81.7%-67.2pp | 69.3%-54.8pp |
| Annual return | 12.41% | 23.59%-11.2pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $409 | $3,423-88.1% | $5,568-92.7% | $3,952-89.7% |
| Admin fee / account holder | $39 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |