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 | $43,540 | $63,346-31.3% | $92,233-52.8% | $70,131-37.9% |
| Participation rate | 14.3% | 68.7%-54.4pp | 76.5%-62.2pp | 69.5%-55.3pp |
| Annual return | 17.68% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $608 | $2,854-78.7% | $3,897-84.4% | $3,332-81.7% |
| Admin fee / account holder | $231 | $3,840-94.0% | $5,194-95.6% | $4,645-95.0% |