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 | $77,328 | $157,256-50.8% | $141,162-45.2% | $152,861-49.4% |
| Participation rate | 35.0% | 84.8%-49.8pp | 82.5%-47.5pp | 82.4%-47.4pp |
| Annual return | 23.82% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $115 | $5,261-97.8% | $4,735-97.6% | $4,762-97.6% |
| Participant deferral / active EE | $872 | $7,109-87.7% | $6,709-87.0% | $5,850-85.1% |
| Admin fee / account holder | $99 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |