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 | $65,667 | $107,334-38.8% | $92,893-29.3% | $152,861-57.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 16.67% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $264 | $4,221-93.7% | $3,653-92.8% | $4,762-94.5% |
| Participant deferral / active EE | $1,100 | $4,845-77.3% | $4,236-74.0% | $5,850-81.2% |
| Admin fee / account holder | $22 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |