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 | $61,300 | $39,162+56.5% | $100,671-39.1% | $59,632+2.8% |
| Participation rate | 18.8% | 55.9%-37.1pp | 70.7%-52.0pp | 68.7%-49.9pp |
| Annual return | 7.58% | 21.07%-13.5pp | 20.43%-12.9pp | 2041.28%-2033.7pp |
| Employer contribution / active EE | $73 | $1,151-93.6% | $4,012-98.2% | $2,203-96.7% |
| Participant deferral / active EE | $486 | $1,992-75.6% | $3,144-84.5% | $3,192-84.8% |
| Admin fee / account holder | $234 | $2,969-92.1% | $4,850-95.2% | $4,297-94.6% |