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 | $51,293 | $112,096-54.2% | $95,952-46.5% | $158,922-67.7% |
| Participation rate | 23.1% | 79.0%-55.9pp | 77.1%-54.0pp | 82.0%-58.9pp |
| Annual return | 20.64% | 171.09%-150.4pp | 91.61%-71.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $385 | $3,198-88.0% | $2,541-84.9% | $4,761-91.9% |
| Participant deferral / active EE | $544 | $4,784-88.6% | $4,167-87.0% | $5,982-90.9% |
| Admin fee / account holder | $270 | $10,130-97.3% | $6,795-96.0% | $11,246-97.6% |