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 | $35,094 | $183,519-80.9% | $155,509-77.4% | $145,922-76.0% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 18.90% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $208 | $5,313-96.1% | $4,672-95.6% | $4,660-95.5% |
| Participant deferral / active EE | $512 | $6,462-92.1% | $5,626-90.9% | $6,688-92.3% |
| Admin fee / account holder | $2 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |