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 | $88,596 | $117,983-24.9% | $101,794-13.0% | $142,382-37.8% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.2%-38.4pp | 80.1%-49.4pp |
| Annual return | 13.46% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $375 | $2,773-86.5% | $2,289-83.6% | $4,299-91.3% |
| Participant deferral / active EE | $387 | $4,714-91.8% | $4,084-90.5% | $6,507-94.1% |
| Admin fee / account holder | $231 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |