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 | $39,484 | $103,376-61.8% | $87,100-54.7% | $152,861-74.2% |
| Participation rate | 60.9% | 79.3%-18.5pp | 76.9%-16.0pp | 82.4%-21.6pp |
| Annual return | 19.32% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,386 | $4,778-71.0% | $4,049-65.8% | $5,850-76.3% |
| Admin fee / account holder | $248 | $12,205-98.0% | $7,497-96.7% | $11,596-97.9% |