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 | $81,148 | $77,634+4.5% | $156,549-48.2% | $62,891+29.0% |
| Participation rate | 8.7% | 71.2%-62.5pp | 84.0%-75.3pp | 69.3%-60.6pp |
| Annual return | 11.38% | 50.32%-38.9pp | 32.23%-20.8pp | 20.14%-8.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $176 | $3,045-94.2% | $4,871-96.4% | $3,203-94.5% |
| Admin fee / account holder | $82 | $5,561-98.5% | $13,027-99.4% | $4,296-98.1% |