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 | $29,787 | $115,882-74.3% | $100,516-70.4% | $158,922-81.3% |
| Participation rate | 17.4% | 81.6%-64.2pp | 79.4%-62.0pp | 82.0%-64.6pp |
| Annual return | 20.10% | 34.79%-14.7pp | 30.89%-10.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $242 | $4,103-94.1% | $3,418-92.9% | $4,761-94.9% |
| Participant deferral / active EE | $562 | $6,674-91.6% | $6,270-91.0% | $5,982-90.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |