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 | $63,342 | $176,056-64.0% | $159,436-60.3% | $167,490-62.2% |
| Participation rate | 30.0% | 84.9%-54.9pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 10.26% | 331.75%-321.5pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $24 | $7,750-99.7% | $7,352-99.7% | $6,341-99.6% |
| Admin fee / account holder | $123 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |