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 | $35,192 | $165,984-78.8% | $164,813-78.6% | $145,922-75.9% |
| Participation rate | 23.8% | 82.0%-58.2pp | 78.6%-54.8pp | 80.3%-56.5pp |
| Annual return | 15.41% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $297 | $5,273-94.4% | $4,341-93.2% | $4,660-93.6% |
| Participant deferral / active EE | $924 | $6,959-86.7% | $6,031-84.7% | $6,688-86.2% |
| Admin fee / account holder | $36 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |