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 | $102,003 | $117,841-13.4% | $102,423-0.4% | $145,922-30.1% |
| Participation rate | 39.1% | 78.6%-39.5pp | 76.5%-37.4pp | 80.3%-41.1pp |
| Annual return | 10.52% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $707 | $3,615-80.4% | $3,023-76.6% | $4,660-84.8% |
| Participant deferral / active EE | $1,096 | $5,731-80.9% | $5,053-78.3% | $6,688-83.6% |
| Admin fee / account holder | $170 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |