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 | $57,763 | $101,317-43.0% | $146,958-60.7% | $74,495-22.5% |
| Participation rate | 30.1% | 75.5%-45.4pp | 82.2%-52.1pp | 67.2%-37.1pp |
| Annual return | 13.52% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,605 | $7,303-78.0% | $8,070-80.1% | $4,346-63.1% |
| Admin fee / account holder | $152 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |