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 | $33,478 | $154,117-78.3% | $129,995-74.2% | $139,434-76.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 37.28% | 32.48%+4.8pp | -137.18%+174.5pp | 372.94%-335.7pp |
| Employer contribution / active EE | $812 | $5,289-84.6% | $4,320-81.2% | $4,751-82.9% |
| Participant deferral / active EE | $812 | $6,710-87.9% | $5,820-86.0% | $6,710-87.9% |
| Admin fee / account holder | $18 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |