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 | $24,543 | $140,940-82.6% | $112,229-78.1% | $139,434-82.4% |
| Participation rate | 21.1% | 79.2%-58.1pp | 72.4%-51.4pp | 80.3%-59.3pp |
| Annual return | 13.98% | 32.71%-18.7pp | 30.20%-16.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $401 | $5,874-93.2% | $4,798-91.7% | $6,710-94.0% |
| Admin fee / account holder | $130 | $9,954-98.7% | $7,748-98.3% | $11,403-98.9% |