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 | $36,069 | $116,175-69.0% | $93,606-61.5% | $152,861-76.4% |
| Participation rate | 17.4% | 78.0%-60.7pp | 75.8%-58.4pp | 82.4%-65.1pp |
| Annual return | 24.61% | 35.96%-11.4pp | 32.76%-8.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $484 | $4,603-89.5% | $4,069-88.1% | $5,850-91.7% |
| Admin fee / account holder | $33 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |