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 | $38,515 | $117,859-67.3% | $102,438-62.4% | $145,959-73.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 19.17% | 31.72%-12.6pp | 29.37%-10.2pp | 561.95%-542.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $438 | $5,732-92.4% | $5,054-91.3% | $6,689-93.4% |
| Admin fee / account holder | $1 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |