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 | $14,240 | $77,419-81.6% | $69,455-79.5% | $152,861-90.7% |
| Participation rate | 11.8% | 78.1%-66.3pp | 74.6%-62.8pp | 82.4%-70.7pp |
| Annual return | 22.90% | 39.06%-16.2pp | 28.97%-6.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $321 | $4,414-92.7% | $3,535-90.9% | $5,850-94.5% |
| Admin fee / account holder | $128 | $6,207-97.9% | $3,839-96.7% | $11,596-98.9% |