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 | $31,146 | $112,096-72.2% | $95,952-67.5% | $158,922-80.4% |
| Participation rate | 61.1% | 79.0%-17.9pp | 77.1%-16.0pp | 82.0%-20.8pp |
| Annual return | 19.69% | 171.09%-151.4pp | 91.61%-71.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $218 | $3,198-93.2% | $2,541-91.4% | $4,761-95.4% |
| Participant deferral / active EE | $1,454 | $4,784-69.6% | $4,167-65.1% | $5,982-75.7% |
| Admin fee / account holder | $125 | $10,130-98.8% | $6,795-98.2% | $11,246-98.9% |