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 | $29,162 | $232,540-87.5% | $185,117-84.2% | $147,584-80.2% |
| Participation rate | 30.8% | 82.4%-51.6pp | 77.3%-46.5pp | 82.8%-52.1pp |
| Annual return | 21.21% | 43.03%-21.8pp | 40.50%-19.3pp | 578.55%-557.3pp |
| Employer contribution / active EE | $361 | $5,195-93.0% | $4,182-91.4% | $4,876-92.6% |
| Participant deferral / active EE | $788 | $5,834-86.5% | $5,045-84.4% | $5,439-85.5% |
| Admin fee / account holder | $154 | $10,275-98.5% | $8,159-98.1% | $10,885-98.6% |