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 | $31,902 | $77,634-58.9% | $156,549-79.6% | $62,891-49.3% |
| Participation rate | 53.1% | 71.2%-18.1pp | 84.0%-30.9pp | 69.3%-16.2pp |
| Annual return | 5.42% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $506 | $3,045-83.4% | $4,871-89.6% | $3,203-84.2% |
| Admin fee / account holder | $138 | $5,561-97.5% | $13,027-98.9% | $4,296-96.8% |