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 | $28,781 | $177,572-83.8% | $154,803-81.4% | $142,382-79.8% |
| Participation rate | 22.7% | 82.1%-59.3pp | 78.1%-55.3pp | 80.1%-57.4pp |
| Annual return | 18.16% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $301 | $4,810-93.7% | $4,305-93.0% | $4,299-93.0% |
| Participant deferral / active EE | $589 | $6,272-90.6% | $5,540-89.4% | $6,507-90.9% |
| Admin fee / account holder | $263 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |