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 | $45,664 | $78,672-42.0% | $109,143-58.2% | $85,850-46.8% |
| Participation rate | 27.5% | 68.3%-40.8pp | 75.9%-48.4pp | 69.3%-41.9pp |
| Annual return | 17.77% | 25.09%-7.3pp | 25.75%-8.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $600 | $3,467-82.7% | $4,653-87.1% | $3,952-84.8% |
| Admin fee / account holder | $142 | $5,469-97.4% | $6,752-97.9% | $6,260-97.7% |