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 | $24,794 | $105,126-76.4% | $94,646-73.8% | $139,434-82.2% |
| Participation rate | 64.7% | 82.4%-17.6pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 19.42% | 38.03%-18.6pp | 156.71%-137.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $326 | $4,106-92.1% | $3,672-91.1% | $4,751-93.1% |
| Participant deferral / active EE | $1,519 | $7,599-80.0% | $7,418-79.5% | $6,710-77.4% |
| Admin fee / account holder | $62 | $8,984-99.3% | $7,231-99.1% | $11,403-99.5% |