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 | $52,567 | $117,381-55.2% | $99,443-47.1% | $152,861-65.6% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 21.84% | 31.87%-10.0pp | 30.72%-8.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $172 | $4,086-95.8% | $3,619-95.3% | $5,850-97.1% |
| Admin fee / account holder | $17 | $7,631-99.8% | $6,250-99.7% | $11,596-99.9% |