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 | $42,185 | $217,402-80.6% | $185,823-77.3% | $167,490-74.8% |
| Participation rate | 61.5% | 86.0%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 11.18% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,026 | $6,356-83.9% | $5,568-81.6% | $6,341-83.8% |
| Admin fee / account holder | $31 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |