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 | $19,583 | $96,484-79.7% | $75,886-74.2% | $152,861-87.2% |
| Participation rate | 60.9% | 76.2%-15.3pp | 69.3%-8.4pp | 82.4%-21.6pp |
| Annual return | 19.69% | 33.98%-14.3pp | 30.76%-11.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $249 | $3,309-92.5% | $2,500-90.1% | $4,762-94.8% |
| Participant deferral / active EE | $471 | $4,553-89.6% | $3,603-86.9% | $5,850-91.9% |
| Admin fee / account holder | $116 | $8,078-98.6% | $5,418-97.9% | $11,596-99.0% |