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 | $117,674 | $165,335-28.8% | $149,696-21.4% | $158,922-26.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.24% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $400 | $5,103-92.2% | $4,644-91.4% | $4,761-91.6% |
| Participant deferral / active EE | $400 | $7,181-94.4% | $6,842-94.2% | $5,982-93.3% |
| Admin fee / account holder | -$90 | $10,807-100.8% | $9,309-101.0% | $11,246-100.8% |