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 | $40,475 | $114,047-64.5% | $96,139-57.9% | $167,490-75.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 16.80% | 189.88%-173.1pp | 191.94%-175.1pp | 478.56%-461.8pp |
| Employer contribution / active EE | $201 | $3,427-94.1% | $2,797-92.8% | $4,837-95.9% |
| Participant deferral / active EE | $201 | $5,194-96.1% | $4,349-95.4% | $6,341-96.8% |
| Admin fee / account holder | $138 | $6,897-98.0% | $5,537-97.5% | $12,309-98.9% |