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 | $38,879 | $132,634-70.7% | $115,768-66.4% | $137,256-71.7% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 16.54% | 160.70%-144.2pp | 100.46%-83.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $142 | $3,360-95.8% | $2,940-95.2% | $4,156-96.6% |
| Participant deferral / active EE | $323 | $5,619-94.3% | $4,917-93.4% | $6,407-95.0% |
| Admin fee / account holder | $15 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |