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 | $24,814 | $49,173-49.5% | $121,098-79.5% | $75,163-67.0% |
| Participation rate | 27.3% | 55.4%-28.1pp | 69.5%-42.2pp | 67.2%-39.9pp |
| Annual return | 22.49% | 55.99%-33.5pp | 985.75%-963.3pp | 160.62%-138.1pp |
| Employer contribution / active EE | $132 | $1,546-91.5% | $4,164-96.8% | $2,670-95.1% |
| Participant deferral / active EE | $413 | $2,628-84.3% | $4,080-89.9% | $4,125-90.0% |
| Admin fee / account holder | $217 | $3,942-94.5% | $5,644-96.2% | $5,651-96.2% |