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 | $23,393 | $91,190-74.3% | $178,490-86.9% | $79,858-70.7% |
| Participation rate | 4.7% | 69.2%-64.5pp | 81.9%-77.3pp | 69.6%-65.0pp |
| Annual return | 13.87% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $148 | $3,236-95.4% | $5,202-97.2% | $3,740-96.0% |
| Admin fee / account holder | $27 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |