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 | $30,058 | $121,625-75.3% | $104,607-71.3% | $158,922-81.1% |
| Participation rate | 58.8% | 77.5%-18.7pp | 74.1%-15.3pp | 82.0%-23.1pp |
| Annual return | 23.33% | 465.26%-441.9pp | 340.46%-317.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $665 | $4,177-84.1% | $3,740-82.2% | $5,982-88.9% |
| Admin fee / account holder | $196 | $7,787-97.5% | $6,473-97.0% | $11,246-98.3% |