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 | $34,313 | $138,065-75.1% | $123,544-72.2% | $135,375-74.7% |
| Participation rate | 15.8% | 84.7%-68.9pp | 82.3%-66.5pp | 82.6%-66.9pp |
| Annual return | 0.38% | 153.68%-153.3pp | 119.20%-118.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $171 | $5,151-96.7% | $4,628-96.3% | $4,779-96.4% |
| Participant deferral / active EE | $1,247 | $6,799-81.7% | $6,426-80.6% | $5,609-77.8% |
| Admin fee / account holder | $54 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |