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 | $50,021 | $95,803-47.8% | $113,168-55.8% | $84,808-41.0% |
| Participation rate | 27.8% | 72.9%-45.1pp | 76.6%-48.8pp | 68.3%-40.5pp |
| Annual return | 14.48% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $226 | $2,360-90.4% | $2,975-92.4% | $2,631-91.4% |
| Participant deferral / active EE | $883 | $4,242-79.2% | $5,107-82.7% | $4,212-79.0% |
| Admin fee / account holder | $57 | $8,989-99.4% | $12,068-99.5% | $7,344-99.2% |