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 | $48,086 | $48,046+0.1% | $84,611-43.2% | $72,985-34.1% |
| Participation rate | 6.9% | 57.6%-50.7pp | 68.2%-61.3pp | 69.5%-62.6pp |
| Annual return | 20.43% | 37.38%-17.0pp | 258.74%-238.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $125 | $1,602-92.2% | $2,652-95.3% | $2,440-94.9% |
| Participant deferral / active EE | $375 | $2,680-86.0% | $3,899-90.4% | $3,607-89.6% |
| Admin fee / account holder | $201 | $3,395-94.1% | $4,912-95.9% | $5,124-96.1% |