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 | $45,556 | $127,065-64.1% | $113,168-59.7% | $142,382-68.0% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 12.80% | 24.03%-11.2pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $514 | $3,442-85.1% | $2,975-82.7% | $4,299-88.0% |
| Participant deferral / active EE | $697 | $5,716-87.8% | $5,107-86.4% | $6,507-89.3% |
| Admin fee / account holder | $6 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |