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 | $75,805 | $96,484-21.4% | $75,886-0.1% | $152,861-50.4% |
| Participation rate | 12.5% | 76.2%-63.7pp | 69.3%-56.8pp | 82.4%-69.9pp |
| Annual return | 23.25% | 33.98%-10.7pp | 30.76%-7.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $65 | $3,309-98.0% | $2,500-97.4% | $4,762-98.6% |
| Participant deferral / active EE | $260 | $4,553-94.3% | $3,603-92.8% | $5,850-95.6% |
| Admin fee / account holder | $89 | $8,078-98.9% | $5,418-98.4% | $11,596-99.2% |