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 | $23,323 | $124,281-81.2% | $109,143-78.6% | $167,490-86.1% |
| Participation rate | 23.1% | 79.4%-56.4pp | 75.9%-52.8pp | 82.1%-59.0pp |
| Annual return | 13.43% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $556 | $4,207-86.8% | $3,722-85.1% | $4,837-88.5% |
| Participant deferral / active EE | $679 | $5,255-87.1% | $4,653-85.4% | $6,341-89.3% |
| Admin fee / account holder | $158 | $7,970-98.0% | $6,752-97.7% | $12,309-98.7% |