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 8-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 | $28,044 | $85,006-67.0% | $76,190-63.2% | $145,922-80.8% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.3%-12.6pp | 80.3%-13.6pp |
| Annual return | 20.96% | 13.11%+7.8pp | 13.78%+7.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,578-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,613 | $6,392-74.8% | $5,474-70.5% | $6,688-75.9% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |