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 | $55,527 | $106,515-47.9% | $96,683-42.6% | $139,434-60.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 20.95% | 38.43%-17.5pp | 35.69%-14.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3 | $4,103-99.9% | $3,737-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $435 | $5,454-92.0% | $4,878-91.1% | $6,710-93.5% |
| Admin fee / account holder | $142 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |