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 | $13,384 | $101,069-86.8% | $81,478-83.6% | $147,584-90.9% |
| Participation rate | 16.7% | 74.5%-57.8pp | 68.0%-51.3pp | 82.8%-66.2pp |
| Annual return | 13.19% | 32.40%-19.2pp | 38.78%-25.6pp | 578.55%-565.4pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $306 | $4,242-92.8% | $3,537-91.4% | $5,439-94.4% |
| Admin fee / account holder | $46 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |