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 | $33,601 | $165,984-79.8% | $164,813-79.6% | $145,922-77.0% |
| Participation rate | 31.3% | 82.0%-50.8pp | 78.6%-47.4pp | 80.3%-49.0pp |
| Annual return | 14.37% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-546.9pp |
| Employer contribution / active EE | $549 | $5,273-89.6% | $4,341-87.3% | $4,660-88.2% |
| Participant deferral / active EE | $754 | $6,959-89.2% | $6,031-87.5% | $6,688-88.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |