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 7-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 | $28,166 | $148,534-81.0% | $135,903-79.3% | $139,434-79.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.33% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $23 | $5,243-99.6% | $4,856-99.5% | $4,751-99.5% |
| Participant deferral / active EE | $55 | $8,100-99.3% | $7,758-99.3% | $6,710-99.2% |
| Admin fee / account holder | $25 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |