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 | $24,924 | $118,680-79.0% | $98,907-74.8% | $158,922-84.3% |
| Participation rate | 30.0% | 77.8%-47.8pp | 76.0%-46.0pp | 82.0%-52.0pp |
| Annual return | 21.55% | 372.35%-350.8pp | 196.43%-174.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $305 | $3,333-90.9% | $2,689-88.7% | $4,761-93.6% |
| Participant deferral / active EE | $937 | $5,088-81.6% | $4,244-77.9% | $5,982-84.3% |
| Admin fee / account holder | $178 | $10,131-98.2% | $6,642-97.3% | $11,246-98.4% |