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 | $31,124 | $176,812-82.4% | $146,665-78.8% | $167,490-81.4% |
| Participation rate | 26.7% | 83.6%-56.9pp | 80.1%-53.4pp | 82.1%-55.4pp |
| Annual return | 10.56% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,303 | $6,440-79.8% | $5,506-76.3% | $6,341-79.4% |
| Admin fee / account holder | $178 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |