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 | $28,905 | $110,257-73.8% | $96,544-70.1% | $139,434-79.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.41% | 26.32%-14.9pp | 25.84%-14.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $789 | $3,620-78.2% | $2,965-73.4% | $4,751-83.4% |
| Participant deferral / active EE | $991 | $5,548-82.1% | $4,851-79.6% | $6,710-85.2% |
| Admin fee / account holder | $122 | $11,591-99.0% | $8,252-98.5% | $11,403-98.9% |