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 | $35,943 | $124,425-71.1% | $112,040-67.9% | $137,256-73.8% |
| Participation rate | 10.0% | 79.3%-69.3pp | 76.5%-66.5pp | 80.0%-70.0pp |
| Annual return | 17.20% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $279 | $3,411-91.8% | $2,954-90.5% | $4,156-93.3% |
| Participant deferral / active EE | $326 | $5,718-94.3% | $5,098-93.6% | $6,407-94.9% |
| Admin fee / account holder | $30 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |