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 | $42,725 | $77,419-44.8% | $69,455-38.5% | $152,861-72.0% |
| Participation rate | 14.3% | 78.1%-63.8pp | 74.6%-60.3pp | 82.4%-68.2pp |
| Annual return | 16.21% | 39.06%-22.8pp | 28.97%-12.8pp | 345.32%-329.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $446 | $4,414-89.9% | $3,535-87.4% | $5,850-92.4% |
| Admin fee / account holder | $81 | $6,207-98.7% | $3,839-97.9% | $11,596-99.3% |