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 | $36,855 | $77,899-52.7% | $149,673-75.4% | $75,163-51.0% |
| Participation rate | 22.4% | 65.6%-43.2pp | 78.8%-56.4pp | 67.2%-44.8pp |
| Annual return | 15.30% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $232 | $3,137-92.6% | $4,818-95.2% | $2,670-91.3% |
| Participant deferral / active EE | $356 | $3,411-89.6% | $5,680-93.7% | $4,125-91.4% |
| Admin fee / account holder | $264 | $5,956-95.6% | $13,210-98.0% | $5,651-95.3% |