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 | $41,635 | $112,881-63.1% | $90,951-54.2% | $158,922-73.8% |
| Participation rate | 19.0% | 74.7%-55.7pp | 69.0%-50.0pp | 82.0%-62.9pp |
| Annual return | 22.53% | 215.79%-193.3pp | 134.60%-112.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $236 | $4,128-94.3% | $3,373-93.0% | $5,982-96.1% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |