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 | $33,701 | $111,754-69.8% | $103,333-67.4% | $145,922-76.9% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 15.20% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $679 | $4,212-83.9% | $3,868-82.4% | $4,660-85.4% |
| Participant deferral / active EE | $293 | $5,619-94.8% | $5,057-94.2% | $6,688-95.6% |
| Admin fee / account holder | $198 | $9,750-98.0% | $8,355-97.6% | $13,397-98.5% |