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 | $29,918 | $71,050-57.9% | $93,606-68.0% | $80,856-63.0% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.6%-16.0pp |
| Annual return | 12.85% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $56 | $1,564-96.4% | $2,420-97.7% | $2,755-98.0% |
| Participant deferral / active EE | $648 | $4,034-83.9% | $4,411-85.3% | $4,296-84.9% |
| Admin fee / account holder | $298 | $6,945-95.7% | $8,285-96.4% | $6,918-95.7% |