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 | $24,239 | $91,190-73.4% | $178,490-86.4% | $79,858-69.6% |
| Participation rate | 15.4% | 69.2%-53.8pp | 81.9%-66.5pp | 69.6%-54.2pp |
| Annual return | 17.61% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $75 | $3,256-97.7% | $5,011-98.5% | $2,471-97.0% |
| Participant deferral / active EE | $157 | $3,236-95.1% | $5,202-97.0% | $3,740-95.8% |
| Admin fee / account holder | $55 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |