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 | $40,012 | $157,256-74.6% | $141,162-71.7% | $152,861-73.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 25.41% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $615 | $5,261-88.3% | $4,735-87.0% | $4,762-87.1% |
| Participant deferral / active EE | $1,961 | $7,109-72.4% | $6,709-70.8% | $5,850-66.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |