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 | $48,525 | $63,346-23.4% | $92,233-47.4% | $70,131-30.8% |
| Participation rate | 4.2% | 68.7%-64.5pp | 76.5%-72.3pp | 69.5%-65.4pp |
| Annual return | 20.65% | 530.12%-509.5pp | 176.28%-155.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $139 | $2,471-94.4% | $3,679-96.2% | $2,342-94.1% |
| Participant deferral / active EE | $743 | $2,854-74.0% | $3,897-80.9% | $3,332-77.7% |
| Admin fee / account holder | $4 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |