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 9-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 | $57,634 | $117,841-51.1% | $102,423-43.7% | $145,922-60.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 9.49% | 31.65%-22.2pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $312 | $3,615-91.4% | $3,023-89.7% | $4,660-93.3% |
| Participant deferral / active EE | $964 | $5,731-83.2% | $5,053-80.9% | $6,688-85.6% |
| Admin fee / account holder | $40 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |