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 4-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 | $46,068 | $177,572-74.1% | $154,803-70.2% | $142,382-67.6% |
| Participation rate | 10.0% | 82.1%-72.1pp | 78.1%-68.1pp | 80.1%-70.1pp |
| Annual return | 24.40% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $489 | $4,810-89.8% | $4,305-88.6% | $4,299-88.6% |
| Participant deferral / active EE | $622 | $6,272-90.1% | $5,540-88.8% | $6,507-90.4% |
| Admin fee / account holder | $298 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |