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 | $24,318 | $124,281-80.4% | $109,143-77.7% | $167,490-85.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 25.23% | 26.04%-0.8pp | 25.75%-0.5pp | 478.56%-453.3pp |
| Employer contribution / active EE | $373 | $4,207-91.1% | $3,722-90.0% | $4,837-92.3% |
| Participant deferral / active EE | $810 | $5,255-84.6% | $4,653-82.6% | $6,341-87.2% |
| Admin fee / account holder | $67 | $7,970-99.2% | $6,752-99.0% | $12,309-99.5% |