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 | $36,373 | $127,264-71.4% | $109,895-66.9% | $167,490-78.3% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.2%-18.7pp | 82.1%-26.5pp |
| Annual return | 16.78% | 22.97%-6.2pp | 29.45%-12.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $706 | $4,514-84.4% | $4,048-82.6% | $6,341-88.9% |
| Admin fee / account holder | $202 | $7,114-97.2% | $6,066-96.7% | $12,309-98.4% |