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 | $21,046 | $83,337-74.7% | $67,834-69.0% | $273,961-92.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 6.73% | 259.45%-252.7pp | 138.47%-131.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $151 | $3,287-95.4% | $2,403-93.7% | $4,869-96.9% |
| Participant deferral / active EE | $635 | $4,088-84.5% | $3,160-79.9% | $5,287-88.0% |
| Admin fee / account holder | $295 | $6,752-95.6% | $4,622-93.6% | $10,132-97.1% |