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 | $51,360 | $99,985-48.6% | $146,665-65.0% | $85,850-40.2% |
| Participation rate | 7.1% | 73.1%-65.9pp | 80.1%-72.9pp | 69.3%-62.2pp |
| Annual return | 42.19% | 18.93%+23.3pp | 22.74%+19.4pp | 318.53%-276.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $260 | $4,006-93.5% | $5,506-95.3% | $3,952-93.4% |
| Admin fee / account holder | $107 | $7,702-98.6% | $10,280-99.0% | $6,260-98.3% |