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 | $71,532 | $124,281-42.4% | $109,143-34.5% | $167,490-57.3% |
| Participation rate | 22.2% | 79.4%-57.2pp | 75.9%-53.7pp | 82.1%-59.9pp |
| Annual return | 13.25% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $311 | $4,207-92.6% | $3,722-91.6% | $4,837-93.6% |
| Participant deferral / active EE | $656 | $5,255-87.5% | $4,653-85.9% | $6,341-89.7% |
| Admin fee / account holder | $60 | $7,970-99.2% | $6,752-99.1% | $12,309-99.5% |