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 | $36,037 | $78,672-54.2% | $109,143-67.0% | $85,850-58.0% |
| Participation rate | 12.7% | 68.3%-55.5pp | 75.9%-63.1pp | 69.3%-56.6pp |
| Annual return | 16.80% | 25.09%-8.3pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $367 | $2,735-86.6% | $3,722-90.2% | $2,565-85.7% |
| Participant deferral / active EE | $857 | $3,467-75.3% | $4,653-81.6% | $3,952-78.3% |
| Admin fee / account holder | $61 | $5,469-98.9% | $6,752-99.1% | $6,260-99.0% |