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 | $38,121 | $110,261-65.4% | $95,745-60.2% | $139,434-72.7% |
| Participation rate | 42.1% | 75.8%-33.6pp | 72.3%-30.2pp | 80.3%-38.2pp |
| Annual return | 19.55% | 27.11%-7.6pp | 28.35%-8.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $635 | $4,676-86.4% | $4,245-85.0% | $6,710-90.5% |
| Admin fee / account holder | $209 | $6,613-96.8% | $5,678-96.3% | $11,403-98.2% |