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 | $47,371 | $127,065-62.7% | $113,168-58.1% | $142,382-66.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 18.94% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $775 | $3,442-77.5% | $2,975-74.0% | $4,299-82.0% |
| Participant deferral / active EE | $1,046 | $5,716-81.7% | $5,107-79.5% | $6,507-83.9% |
| Admin fee / account holder | $73 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |