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 | $32,884 | $71,809-54.2% | $61,048-46.1% | $152,861-78.5% |
| Participation rate | 23.1% | 84.2%-61.1pp | 79.3%-56.2pp | 82.4%-59.4pp |
| Annual return | 15.75% | 29.74%-14.0pp | 26.18%-10.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $155 | $4,545-96.6% | $3,716-95.8% | $4,762-96.7% |
| Participant deferral / active EE | $155 | $5,467-97.2% | $4,470-96.5% | $5,850-97.3% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |