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 | $49,704 | $127,065-60.9% | $113,168-56.1% | $142,382-65.1% |
| Participation rate | 31.3% | 79.2%-48.0pp | 76.6%-45.3pp | 80.1%-48.9pp |
| Annual return | 10.93% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $556 | $3,442-83.8% | $2,975-81.3% | $4,299-87.1% |
| Participant deferral / active EE | $878 | $5,716-84.6% | $5,107-82.8% | $6,507-86.5% |
| Admin fee / account holder | $56 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |