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 | $32,444 | $89,652-63.8% | $141,162-77.0% | $65,185-50.2% |
| Participation rate | 3.0% | 74.7%-71.7pp | 82.5%-79.5pp | 70.2%-67.2pp |
| Annual return | 27.66% | 32.79%-5.1pp | 71.39%-43.7pp | 29.38%-1.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $237 | $5,691-95.8% | $6,709-96.5% | $3,514-93.2% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |