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 | $25,962 | $132,634-80.4% | $115,768-77.6% | $137,256-81.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 16.34% | 160.70%-144.4pp | 100.46%-84.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $119 | $3,360-96.5% | $2,940-96.0% | $4,156-97.1% |
| Participant deferral / active EE | $1,089 | $5,619-80.6% | $4,917-77.8% | $6,407-83.0% |
| Admin fee / account holder | $154 | $15,028-99.0% | $12,439-98.8% | $12,270-98.7% |