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 | $34,177 | $66,180-48.4% | $118,746-71.2% | $62,292-45.1% |
| Participation rate | 5.1% | 71.3%-66.2pp | 78.3%-73.1pp | 69.5%-64.4pp |
| Annual return | 22.01% | 60.89%-38.9pp | 24.54%-2.5pp | 28.90%-6.9pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $556 | $4,247-86.9% | $5,332-89.6% | $3,169-82.5% |
| Admin fee / account holder | $88 | $753-88.3% | $10,720-99.2% | $479-81.6% |