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 | $30,285 | $58,512-48.2% | $84,015-64.0% | $72,985-58.5% |
| Participation rate | 24.6% | 61.2%-36.6pp | 69.0%-44.4pp | 69.5%-44.9pp |
| Annual return | 22.37% | 28.93%-6.6pp | 71.31%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $685 | $2,394-71.4% | $3,239-78.9% | $3,607-81.0% |
| Admin fee / account holder | $80 | $4,569-98.2% | $6,101-98.7% | $5,124-98.4% |