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 | $53,141 | $110,809-52.0% | $86,874-38.8% | $167,490-68.3% |
| Participation rate | 28.6% | 75.8%-47.2pp | 71.6%-43.1pp | 82.1%-53.5pp |
| Annual return | 9.40% | 116.98%-107.6pp | 63.52%-54.1pp | 478.56%-469.2pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $342 | $4,546-92.5% | $3,699-90.8% | $6,341-94.6% |
| Admin fee / account holder | $63 | $8,415-99.3% | $5,828-98.9% | $12,309-99.5% |