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 | $49,097 | $214,378-77.1% | $200,582-75.5% | $142,382-65.5% |
| Participation rate | 58.8% | 87.4%-28.6pp | 86.9%-28.1pp | 80.1%-21.3pp |
| Annual return | 18.59% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $800 | $6,841-88.3% | $6,419-87.5% | $4,299-81.4% |
| Participant deferral / active EE | $1,804 | $9,865-81.7% | $9,331-80.7% | $6,507-72.3% |
| Admin fee / account holder | $272 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |