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 | $52,111 | $175,202-70.3% | $149,673-65.2% | $139,434-62.6% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.2pp |
| Annual return | 11.28% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $257 | $5,474-95.3% | $4,818-94.7% | $4,751-94.6% |
| Participant deferral / active EE | $783 | $6,519-88.0% | $5,680-86.2% | $6,710-88.3% |
| Admin fee / account holder | $35 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |