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 | $21,370 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 32.50% | 65.07%-32.6pp | 58.88%-26.4pp | 217.08%-184.6pp |
| Employer contribution / active EE | $403 | $4,810-91.6% | $4,305-90.6% | $4,299-90.6% |
| Participant deferral / active EE | $1,236 | $6,272-80.3% | $5,540-77.7% | $6,507-81.0% |
| Admin fee / account holder | $21 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |