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 | $33,632 | $85,202-60.5% | $172,739-80.5% | $72,985-53.9% |
| Participation rate | 25.5% | 70.1%-44.6pp | 82.6%-57.2pp | 69.5%-44.0pp |
| Annual return | 19.61% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $720 | $3,260-77.9% | $5,198-86.2% | $3,607-80.0% |
| Admin fee / account holder | $53 | $5,884-99.1% | $13,954-99.6% | $5,124-99.0% |