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 | $22,474 | $93,571-76.0% | $135,903-83.5% | $75,163-70.1% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 21.97% | 30.90%-8.9pp | 68.23%-46.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $285 | $3,537-91.9% | $4,856-94.1% | $2,670-89.3% |
| Participant deferral / active EE | $402 | $6,404-93.7% | $7,758-94.8% | $4,125-90.3% |
| Admin fee / account holder | $51 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |