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 | $54,330 | $65,365-16.9% | $92,893-41.5% | $72,985-25.6% |
| Participation rate | 17.3% | 68.3%-51.0pp | 76.0%-58.7pp | 69.5%-52.2pp |
| Annual return | 22.18% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $990 | $3,128-68.4% | $4,236-76.6% | $3,607-72.6% |
| Admin fee / account holder | $242 | $4,251-94.3% | $5,794-95.8% | $5,124-95.3% |