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 | $74,601 | $105,181-29.1% | $159,436-53.2% | $85,850-13.1% |
| Participation rate | 32.5% | 75.8%-43.3pp | 82.8%-50.4pp | 69.3%-36.8pp |
| Annual return | 15.15% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $489 | $3,318-85.3% | $4,829-89.9% | $2,565-80.9% |
| Participant deferral / active EE | $983 | $5,945-83.5% | $7,352-86.6% | $3,952-75.1% |
| Admin fee / account holder | $104 | $6,933-98.5% | $10,799-99.0% | $6,260-98.3% |