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 | $33,453 | $112,096-70.2% | $95,952-65.1% | $158,922-79.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 9.91% | 171.09%-161.2pp | 91.61%-81.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $447 | $3,198-86.0% | $2,541-82.4% | $4,761-90.6% |
| Participant deferral / active EE | $1,094 | $4,784-77.1% | $4,167-73.7% | $5,982-81.7% |
| Admin fee / account holder | $180 | $10,130-98.2% | $6,795-97.4% | $11,246-98.4% |