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 | $58,917 | $85,766-31.3% | $136,294-56.8% | $70,131-16.0% |
| Participation rate | 2.8% | 74.2%-71.4pp | 81.9%-79.1pp | 69.5%-66.8pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $129 | $2,966-95.6% | $4,695-97.2% | $2,342-94.5% |
| Participant deferral / active EE | $226 | $5,051-95.5% | $6,247-96.4% | $3,332-93.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |