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 | $32,287 | $52,580-38.6% | $71,671-55.0% | $70,131-54.0% |
| Participation rate | 1.3% | 60.9%-59.6pp | 68.7%-67.5pp | 69.5%-68.3pp |
| Annual return | 23.25% | 20.25%+3.0pp | 20.65%+2.6pp | 73.14%-49.9pp |
| Employer contribution / active EE | $45 | $1,616-97.2% | $2,460-98.2% | $2,342-98.1% |
| Participant deferral / active EE | $56 | $2,386-97.7% | $3,438-98.4% | $3,332-98.3% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |