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 | $57,084 | $107,334-46.8% | $92,893-38.5% | $152,861-62.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 24.96% | 145.58%-120.6pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $707 | $4,221-83.2% | $3,653-80.6% | $4,762-85.2% |
| Participant deferral / active EE | $1,196 | $4,845-75.3% | $4,236-71.8% | $5,850-79.6% |
| Admin fee / account holder | $106 | $7,079-98.5% | $5,794-98.2% | $11,596-99.1% |