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 | $23,238 | $126,574-81.6% | $106,213-78.1% | $145,922-84.1% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 14.31% | 224.79%-210.5pp | 116.14%-101.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $68 | $3,730-98.2% | $3,171-97.9% | $4,660-98.5% |
| Participant deferral / active EE | $308 | $5,724-94.6% | $5,016-93.9% | $6,688-95.4% |
| Admin fee / account holder | $249 | $17,304-98.6% | $11,033-97.7% | $13,397-98.1% |