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 | $40,500 | $107,334-62.3% | $92,893-56.4% | $152,861-73.5% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 55.67% | 145.58%-89.9pp | 109.41%-53.7pp | 345.32%-289.6pp |
| Employer contribution / active EE | $171 | $4,221-96.0% | $3,653-95.3% | $4,762-96.4% |
| Participant deferral / active EE | $211 | $4,845-95.6% | $4,236-95.0% | $5,850-96.4% |
| Admin fee / account holder | $224 | $7,079-96.8% | $5,794-96.1% | $11,596-98.1% |