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 | $62,578 | $80,968-22.7% | $96,544-35.2% | $75,163-16.7% |
| Participation rate | 17.4% | 71.8%-54.4pp | 76.0%-58.6pp | 67.2%-49.8pp |
| Annual return | 20.29% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $780 | $3,928-80.1% | $4,851-83.9% | $4,125-81.1% |
| Admin fee / account holder | $226 | $6,724-96.6% | $8,252-97.3% | $5,651-96.0% |