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 | $43,586 | $84,233-48.3% | $170,442-74.4% | $70,131-37.9% |
| Participation rate | 40.4% | 70.8%-30.4pp | 83.6%-43.2pp | 69.5%-29.1pp |
| Annual return | 15.41% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $366 | $3,387-89.2% | $5,433-93.3% | $2,342-84.4% |
| Participant deferral / active EE | $411 | $3,086-86.7% | $4,939-91.7% | $3,332-87.7% |
| Admin fee / account holder | $241 | $5,698-95.8% | $13,880-98.3% | $4,645-94.8% |