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 | $49,749 | $107,334-53.7% | $92,893-46.4% | $152,861-67.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 18.80% | 145.58%-126.8pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $510 | $4,221-87.9% | $3,653-86.0% | $4,762-89.3% |
| Participant deferral / active EE | $603 | $4,845-87.5% | $4,236-85.8% | $5,850-89.7% |
| Admin fee / account holder | $92 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |