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 7-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 | $28,778 | $127,065-77.4% | $113,168-74.6% | $142,382-79.8% |
| Participation rate | 5.9% | 79.2%-73.3pp | 76.6%-70.7pp | 80.1%-74.2pp |
| Annual return | 48.22% | 24.03%+24.2pp | 24.27%+24.0pp | 217.08%-168.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $379 | $5,716-93.4% | $5,107-92.6% | $6,507-94.2% |
| Admin fee / account holder | $85 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |