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 | $29,319 | $117,381-75.0% | $99,443-70.5% | $152,861-80.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 23.18% | 31.87%-8.7pp | 30.72%-7.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $683 | $4,086-83.3% | $3,619-81.1% | $5,850-88.3% |
| Admin fee / account holder | $237 | $7,631-96.9% | $6,250-96.2% | $11,596-98.0% |