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 | $56,919 | $115,770-50.8% | $101,248-43.8% | $158,922-64.2% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 16.28% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $494 | $4,175-88.2% | $3,660-86.5% | $4,761-89.6% |
| Participant deferral / active EE | $584 | $4,957-88.2% | $4,370-86.6% | $5,982-90.2% |
| Admin fee / account holder | $33 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |