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 | $60,624 | $104,907-42.2% | $84,611-28.3% | $152,861-60.3% |
| Participation rate | 18.8% | 74.8%-56.1pp | 68.2%-49.5pp | 82.4%-63.7pp |
| Annual return | 20.05% | 373.79%-353.7pp | 258.74%-238.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $252 | $3,302-92.4% | $2,652-90.5% | $4,762-94.7% |
| Participant deferral / active EE | $411 | $4,688-91.2% | $3,899-89.5% | $5,850-93.0% |
| Admin fee / account holder | $50 | $6,241-99.2% | $4,912-99.0% | $11,596-99.6% |