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 | $34,681 | $102,616-66.2% | $81,983-57.7% | $158,922-78.2% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.2%-5.0pp | 82.0%-17.7pp |
| Annual return | 24.93% | 61.04%-36.1pp | 41.31%-16.4pp | 302.83%-277.9pp |
| Employer contribution / active EE | $193 | $3,240-94.0% | $2,498-92.3% | $4,761-95.9% |
| Participant deferral / active EE | $557 | $4,648-88.0% | $3,722-85.0% | $5,982-90.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |