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 | $33,564 | $81,632-58.9% | $70,449-52.4% | $158,922-78.9% |
| Participation rate | 27.8% | 77.7%-49.9pp | 75.1%-47.3pp | 82.0%-54.2pp |
| Annual return | 20.06% | 208.40%-188.3pp | 109.03%-89.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $174 | $4,554-96.2% | $3,709-95.3% | $5,982-97.1% |
| Admin fee / account holder | $112 | $6,193-98.2% | $3,845-97.1% | $11,246-99.0% |