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 | $41,921 | $106,515-60.6% | $96,683-56.6% | $139,434-69.9% |
| Participation rate | 29.4% | 77.8%-48.4pp | 74.3%-44.9pp | 80.3%-50.9pp |
| Annual return | 12.23% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $613 | $5,454-88.8% | $4,878-87.4% | $6,710-90.9% |
| Admin fee / account holder | $183 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |