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 | $29,855 | $177,572-83.2% | $154,803-80.7% | $142,382-79.0% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.1%-32.6pp | 80.1%-34.7pp |
| Annual return | 14.76% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $601 | $4,810-87.5% | $4,305-86.0% | $4,299-86.0% |
| Participant deferral / active EE | $1,624 | $6,272-74.1% | $5,540-70.7% | $6,507-75.0% |
| Admin fee / account holder | $19 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |