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 | $23,262 | $85,022-72.6% | $70,515-67.0% | $139,434-83.3% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 13.48% | 30.38%-16.9pp | 32.77%-19.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $483 | $3,909-87.6% | $2,973-83.8% | $4,751-89.8% |
| Participant deferral / active EE | $600 | $5,890-89.8% | $4,567-86.9% | $6,710-91.1% |
| Admin fee / account holder | $104 | $8,906-98.8% | $6,412-98.4% | $11,403-99.1% |