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 | $26,070 | $228,332-88.6% | $185,823-86.0% | $158,922-83.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 10.79% | 40.80%-30.0pp | 35.95%-25.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $348 | $4,967-93.0% | $4,087-91.5% | $4,761-92.7% |
| Participant deferral / active EE | $348 | $6,415-94.6% | $5,632-93.8% | $5,982-94.2% |
| Admin fee / account holder | $288 | $11,864-97.6% | $9,500-97.0% | $11,246-97.4% |