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 | $52,972 | $117,983-55.1% | $101,794-48.0% | $142,382-62.8% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.2%-53.8pp | 80.1%-64.7pp |
| Annual return | 12.80% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $47 | $2,773-98.3% | $2,289-97.9% | $4,299-98.9% |
| Participant deferral / active EE | $46 | $4,714-99.0% | $4,084-98.9% | $6,507-99.3% |
| Admin fee / account holder | $145 | $10,433-98.6% | $8,777-98.3% | $12,624-98.9% |