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 | $89,029 | $98,240-9.4% | $82,313+8.2% | $147,584-39.7% |
| Participation rate | 41.2% | 79.7%-38.5pp | 76.9%-35.7pp | 82.8%-41.7pp |
| Annual return | 20.35% | 30.85%-10.5pp | 25.88%-5.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $137 | $3,192-95.7% | $2,428-94.3% | $4,876-97.2% |
| Participant deferral / active EE | $793 | $4,383-81.9% | $3,706-78.6% | $5,439-85.4% |
| Admin fee / account holder | $190 | $8,563-97.8% | $5,608-96.6% | $10,885-98.3% |