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 | $74,770 | $81,208-7.9% | $98,907-24.4% | $79,858-6.4% |
| Participation rate | 60.7% | 72.5%-11.8pp | 76.0%-15.3pp | 69.6%-8.9pp |
| Annual return | 17.77% | 60.99%-43.2pp | 196.43%-178.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $193 | $1,960-90.1% | $2,689-92.8% | $2,471-92.2% |
| Participant deferral / active EE | $1,191 | $3,265-63.5% | $4,244-71.9% | $3,740-68.2% |
| Admin fee / account holder | $292 | $6,013-95.1% | $6,642-95.6% | $5,306-94.5% |