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 | $19,489 | $95,416-79.6% | $185,823-89.5% | $85,850-77.3% |
| Participation rate | 43.5% | 68.8%-25.3pp | 81.7%-38.2pp | 69.3%-25.8pp |
| Annual return | 11.99% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $799 | $3,423-76.7% | $5,568-85.7% | $3,952-79.8% |
| Admin fee / account holder | $184 | $7,213-97.5% | $16,237-98.9% | $6,260-97.1% |