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 | $18,560 | $172,111-89.2% | $150,298-87.7% | $137,256-86.5% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 16.73% | 69.37%-52.6pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $662 | $6,166-89.3% | $5,453-87.9% | $6,407-89.7% |
| Admin fee / account holder | $273 | $16,471-98.3% | $14,116-98.1% | $12,270-97.8% |