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 | $22,311 | $78,672-71.6% | $109,143-79.6% | $85,850-74.0% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 14.41% | 25.09%-10.7pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $167 | $2,735-93.9% | $3,722-95.5% | $2,565-93.5% |
| Participant deferral / active EE | $1,415 | $3,467-59.2% | $4,653-69.6% | $3,952-64.2% |
| Admin fee / account holder | $88 | $5,469-98.4% | $6,752-98.7% | $6,260-98.6% |