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 | $65,989 | $106,515-38.0% | $96,683-31.7% | $139,434-52.7% |
| Participation rate | 13.3% | 77.8%-64.5pp | 74.3%-61.0pp | 80.3%-67.0pp |
| Annual return | 11.73% | 38.43%-26.7pp | 35.69%-24.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $5 | $4,103-99.9% | $3,737-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $52 | $5,454-99.0% | $4,878-98.9% | $6,710-99.2% |
| Admin fee / account holder | $193 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |