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 | $47,273 | $78,422-39.7% | $95,952-50.7% | $79,858-40.8% |
| Participation rate | 18.8% | 73.5%-54.7pp | 77.1%-58.3pp | 69.6%-50.9pp |
| Annual return | 30.24% | 19.37%+10.9pp | 91.61%-61.4pp | 31.71%-1.5pp |
| Employer contribution / active EE | $149 | $1,945-92.4% | $2,541-94.1% | $2,471-94.0% |
| Participant deferral / active EE | $215 | $3,440-93.7% | $4,167-94.8% | $3,740-94.2% |
| Admin fee / account holder | $153 | $5,622-97.3% | $6,795-97.8% | $5,306-97.1% |