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 | $29,180 | $49,922-41.5% | $80,569-63.8% | $75,163-61.2% |
| Participation rate | 28.1% | 55.3%-27.2pp | 67.0%-38.9pp | 67.2%-39.1pp |
| Annual return | 20.29% | 34.69%-14.4pp | 935.43%-915.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $155 | $2,990-94.8% | $4,447-96.5% | $4,125-96.2% |
| Admin fee / account holder | $166 | $3,577-95.4% | $5,377-96.9% | $5,651-97.1% |