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 | $51,436 | $217,402-76.3% | $185,823-72.3% | $167,490-69.3% |
| Participation rate | 23.1% | 86.0%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 10.62% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $300 | $5,873-94.9% | $5,167-94.2% | $4,837-93.8% |
| Participant deferral / active EE | $707 | $6,356-88.9% | $5,568-87.3% | $6,341-88.9% |
| Admin fee / account holder | $40 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |