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 | $26,742 | $127,777-79.1% | $106,548-74.9% | $167,490-84.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 76.1%-36.1pp | 82.1%-42.1pp |
| Annual return | 18.29% | 33.87%-15.6pp | 26.80%-8.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $376 | $3,427-89.0% | $2,819-86.7% | $4,837-92.2% |
| Participant deferral / active EE | $1,202 | $5,087-76.4% | $4,398-72.7% | $6,341-81.0% |
| Admin fee / account holder | $216 | $11,228-98.1% | $7,407-97.1% | $12,309-98.2% |