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 | $34,328 | $37,426-8.3% | $77,482-55.7% | $79,858-57.0% |
| Participation rate | 6.8% | 41.5%-34.7pp | 54.2%-47.4pp | 69.6%-62.9pp |
| Annual return | 20.72% | 39.70%-19.0pp | 54.79%-34.1pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $122 | $1,260-90.3% | $1,861-93.4% | $3,740-96.7% |
| Admin fee / account holder | $3 | $2,504-99.9% | $2,858-99.9% | $5,306-99.9% |