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 | $62,879 | $127,065-50.5% | $113,168-44.4% | $142,382-55.8% |
| Participation rate | 46.2% | 79.2%-33.1pp | 76.6%-30.4pp | 80.1%-34.0pp |
| Annual return | 19.42% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.7pp |
| Employer contribution / active EE | $579 | $3,442-83.2% | $2,975-80.5% | $4,299-86.5% |
| Participant deferral / active EE | $832 | $5,716-85.4% | $5,107-83.7% | $6,507-87.2% |
| Admin fee / account holder | $21 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |