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 | $79,787 | $114,381-30.2% | $107,525-25.8% | $142,382-44.0% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 12.88% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $342 | $4,015-91.5% | $3,754-90.9% | $4,299-92.0% |
| Participant deferral / active EE | $608 | $5,564-89.1% | $5,116-88.1% | $6,507-90.7% |
| Admin fee / account holder | $25 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |