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 | $25,548 | $112,096-77.2% | $95,952-73.4% | $158,922-83.9% |
| Participation rate | 42.1% | 79.0%-36.9pp | 77.1%-35.0pp | 82.0%-39.9pp |
| Annual return | 13.86% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $227 | $3,198-92.9% | $2,541-91.1% | $4,761-95.2% |
| Participant deferral / active EE | $1,329 | $4,784-72.2% | $4,167-68.1% | $5,982-77.8% |
| Admin fee / account holder | $12 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |