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 | $31,245 | $112,096-72.1% | $95,952-67.4% | $158,922-80.3% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 25.29% | 171.09%-145.8pp | 91.61%-66.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $471 | $3,198-85.3% | $2,541-81.4% | $4,761-90.1% |
| Participant deferral / active EE | $290 | $4,784-93.9% | $4,167-93.0% | $5,982-95.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |