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 | $41,478 | $107,334-61.4% | $92,893-55.3% | $152,861-72.9% |
| Participation rate | 22.2% | 79.8%-57.6pp | 76.0%-53.8pp | 82.4%-60.2pp |
| Annual return | 25.98% | 145.58%-119.6pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $708 | $4,221-83.2% | $3,653-80.6% | $4,762-85.1% |
| Participant deferral / active EE | $881 | $4,845-81.8% | $4,236-79.2% | $5,850-84.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |