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 | $36,644 | $102,828-64.4% | $105,387-65.2% | $152,861-76.0% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.6%-38.1pp | 82.4%-38.0pp |
| Annual return | 19.37% | 20.85%-1.5pp | 26.82%-7.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $675 | $4,473-84.9% | $4,213-84.0% | $4,762-85.8% |
| Participant deferral / active EE | $675 | $5,465-87.6% | $5,502-87.7% | $5,850-88.5% |
| Admin fee / account holder | $20 | $8,683-99.8% | $6,559-99.7% | $11,596-99.8% |