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 | $38,874 | $110,257-64.7% | $96,544-59.7% | $139,434-72.1% |
| Participation rate | 46.7% | 78.1%-31.4pp | 76.0%-29.3pp | 80.3%-33.7pp |
| Annual return | 21.95% | 26.32%-4.4pp | 25.84%-3.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $224 | $3,620-93.8% | $2,965-92.5% | $4,751-95.3% |
| Participant deferral / active EE | $1,141 | $5,548-79.4% | $4,851-76.5% | $6,710-83.0% |
| Admin fee / account holder | $125 | $11,591-98.9% | $8,252-98.5% | $11,403-98.9% |