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 | $58,545 | $201,272-70.9% | $184,203-68.2% | $145,922-59.9% |
| Participation rate | 65.2% | 87.5%-22.3pp | 86.8%-21.6pp | 80.3%-15.1pp |
| Annual return | 12.17% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $623 | $7,022-91.1% | $6,427-90.3% | $4,660-86.6% |
| Participant deferral / active EE | $2,492 | $9,806-74.6% | $9,131-72.7% | $6,688-62.7% |
| Admin fee / account holder | $97 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |