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 | $38,785 | $61,605-37.0% | $112,229-65.4% | $75,163-48.4% |
| Participation rate | 1.1% | 61.7%-60.6pp | 72.4%-71.4pp | 67.2%-66.1pp |
| Annual return | 20.84% | 28.47%-7.6pp | 30.20%-9.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $56 | $3,108-98.2% | $4,798-98.8% | $4,125-98.6% |
| Admin fee / account holder | $185 | $4,862-96.2% | $7,748-97.6% | $5,651-96.7% |