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 | $25,533 | $73,933-65.5% | $96,683-73.6% | $75,163-66.0% |
| Participation rate | 29.0% | 66.4%-37.4pp | 74.3%-45.3pp | 67.2%-38.2pp |
| Annual return | 19.72% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $644 | $2,928-78.0% | $3,737-82.8% | $2,670-75.9% |
| Participant deferral / active EE | $1,087 | $3,659-70.3% | $4,878-77.7% | $4,125-73.6% |
| Admin fee / account holder | $107 | $5,216-97.9% | $6,730-98.4% | $5,651-98.1% |