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 | $26,161 | $77,634-66.3% | $156,549-83.3% | $62,891-58.4% |
| Participation rate | 10.8% | 71.2%-60.4pp | 84.0%-73.2pp | 69.3%-58.5pp |
| Annual return | 10.53% | 50.32%-39.8pp | 32.23%-21.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $551 | $3,045-81.9% | $4,871-88.7% | $3,203-82.8% |
| Admin fee / account holder | $245 | $5,561-95.6% | $13,027-98.1% | $4,296-94.3% |