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 | $44,712 | $81,208-44.9% | $98,907-54.8% | $79,858-44.0% |
| Participation rate | 48.8% | 72.5%-23.7pp | 76.0%-27.2pp | 69.6%-20.8pp |
| Annual return | 15.40% | 60.99%-45.6pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $196 | $1,960-90.0% | $2,689-92.7% | $2,471-92.1% |
| Participant deferral / active EE | $854 | $3,265-73.8% | $4,244-79.9% | $3,740-77.2% |
| Admin fee / account holder | $68 | $6,013-98.9% | $6,642-99.0% | $5,306-98.7% |