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 | $40,650 | $86,286-52.9% | $111,297-63.5% | $85,850-52.6% |
| Participation rate | 61.5% | 73.3%-11.8pp | 77.3%-15.8pp | 69.3%-7.8pp |
| Annual return | 12.53% | 19.99%-7.5pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $390 | $2,043-80.9% | $2,731-85.7% | $2,565-84.8% |
| Participant deferral / active EE | $1,213 | $3,641-66.7% | $4,487-73.0% | $3,952-69.3% |
| Admin fee / account holder | $4 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |