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 | $80,904 | $99,957-19.1% | $149,696-46.0% | $73,488+10.1% |
| Participation rate | 19.6% | 75.7%-56.1pp | 82.5%-62.9pp | 70.7%-51.1pp |
| Annual return | 28.86% | 53.87%-25.0pp | 276.60%-247.7pp | 28.51%+0.3pp |
| Employer contribution / active EE | $69 | $3,191-97.8% | $4,644-98.5% | $2,270-97.0% |
| Participant deferral / active EE | $588 | $6,073-90.3% | $6,842-91.4% | $3,740-84.3% |
| Admin fee / account holder | $104 | $551-81.2% | $9,309-98.9% | $513-79.8% |