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 | $55,006 | $81,208-32.3% | $98,907-44.4% | $79,858-31.1% |
| Participation rate | 32.0% | 72.5%-40.5pp | 76.0%-44.0pp | 69.6%-37.6pp |
| Annual return | 18.76% | 60.99%-42.2pp | 196.43%-177.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $345 | $1,960-82.4% | $2,689-87.2% | $2,471-86.0% |
| Participant deferral / active EE | $345 | $3,265-89.4% | $4,244-91.9% | $3,740-90.8% |
| Admin fee / account holder | $30 | $6,013-99.5% | $6,642-99.5% | $5,306-99.4% |